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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
Q2 		$252K Buy
3,282
+359
+12% +$27.6K 0.01% 297
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 $5.36B AUM 7.83% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McKinley Carter Wealth Services's VTC Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Vanguard Total Corporate Bond ETF (VTC) stake by 12% in Q2 2026, buying an estimated $27.6K and bringing the position to 3,282 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #297.

McKinley Carter Wealth Services first reported a position in VTC in Q3 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • McKinley Carter Wealth Services held 3,282 shares of Vanguard Total Corporate Bond ETF worth $252K as of Q2 2026.
  • McKinley Carter Wealth Services bought 359 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $27.6K.
  • Vanguard Total Corporate Bond ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #297 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Total Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.