Leo Wealth LLC’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Leo Wealth LLC’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 Q1	–	Sell	-5,415	Closed	-$420K	–	480
2025 Q4	$420K	Buy	+5,415	New	+$423K	0.03%	286
2025 Q3	–	Sell	-5,415	Closed	-$419K	–	400
2025 Q2	$419K	Buy	+5,415	New	+$411K	0.03%	266
2025 Q1	–	Sell	-35,954	Closed	-$2.72M	–	374
2024 Q4	$2.72M	Buy	+35,954	New	+$2.78M	0.24%	72

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NDSIB

North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Wealth LLC's VTC Position: Q1 2026 in Review

Leo Wealth LLC sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2026, closing a stake of 5,415 shares — an estimated $420K sold.

Leo Wealth LLC first reported a position in VTC in Q4 2024 and held it in 3 quarters. The position peaked at $2.72M in Q4 2024. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

Leo Wealth LLC reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Leo Wealth LLC sold 5,415 Vanguard Total Corporate Bond ETF shares in Q1 2026, an estimated $420K.
Leo Wealth LLC first reported a position in Vanguard Total Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Leo Wealth LLC's Vanguard Total Corporate Bond ETF position peaked at $2.72M in Q4 2024.
139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.