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McKinley Carter Wealth Services’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

McKinley Carter Wealth Services’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 		$225K Buy
2,923
+86
+3% +$6.68K 0.01% 294
2025
Q4 		$220K Buy
2,837
+176
+7% +$13.8K 0.01% 304
2025
Q3 		$209K Buy
+2,661
New +$206K 0.01% 312

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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 $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McKinley Carter Wealth Services's VTC Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Vanguard Total Corporate Bond ETF (VTC) stake by 3% in Q1 2026, buying an estimated $6.68K and bringing the position to 2,923 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #294.

McKinley Carter Wealth Services first reported a position in VTC in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

  • McKinley Carter Wealth Services held 2,923 shares of Vanguard Total Corporate Bond ETF worth $225K as of Q1 2026.
  • McKinley Carter Wealth Services bought 86 Vanguard Total Corporate Bond ETF shares in Q1 2026, an estimated $6.68K.
  • Vanguard Total Corporate Bond ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #294 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Total Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.