Legacy Edge Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Legacy Edge Advisors’s Portfolio VTC Stock Details VTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$268K	Sell	3,678 -3,727	-50%	-$280K	0.02%	211
2026 Q2	$569K	Sell	7,405 -376	-5%	-$28.9K	0.05%	131
2026 Q1	$598K	Hold	7,781	–	–	0.06%	118
2025 Q4	$604K	Hold	7,781	–	–	0.07%	115
2025 Q3	$610K	Sell	7,781 -14	-0.2%	-$1.08K	0.07%	111
2025 Q2	$603K	Hold	7,795	–	–	0.08%	105
2025 Q1	$599K	Sell	7,795 -86	-1%	-$6.56K	0.09%	94
2024 Q4	$598K	Sell	7,881 -2,735	-26%	-$211K	0.09%	97
2024 Q3	$842K	Sell	10,616 -549	-5%	-$42.7K	0.13%	81
2024 Q2	$845K	Sell	11,165 -392	-3%	-$29.6K	0.16%	79
2024 Q1	$885K	Sell	11,557 -13,155	-53%	-$1.01M	0.18%	70
2023 Q4	$1.91M	Buy	+24,712	New	+$1.82M	0.44%	44

Other funds holding VTC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

Legacy Edge Advisors's VTC Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 50% in Q3 2026, selling an estimated $280K and leaving 3,678 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #211.

Legacy Edge Advisors first reported a position in VTC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q4 2023. 87 funds tracked by Wall St. Rank hold VTC as of Q3 2026.

Legacy Edge Advisors held 3,678 shares of Vanguard Total Corporate Bond ETF worth $268K as of Q3 2026.
Legacy Edge Advisors sold 3,727 Vanguard Total Corporate Bond ETF shares in Q3 2026, an estimated $280K.
Vanguard Total Corporate Bond ETF made up 0.02% of Legacy Edge Advisors's portfolio in Q3 2026, its #211 holding.
Legacy Edge Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's Vanguard Total Corporate Bond ETF position peaked at $1.91M in Q4 2023.
87 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.