McMorgan & Co’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

McMorgan & Co’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
2021 Q3	–	Sell	-542,460	Closed	-$49.9M	–	59
2021 Q2	$49.9M	Buy	+542,460	New	+$49.1M	10.9%	3

Other funds holding VTC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

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

CAAS

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

McMorgan & Co's VTC Position: Q3 2021 in Review

McMorgan & Co sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2021, closing a stake of 542,460 shares — an estimated $49.9M sold.

McMorgan & Co first reported a position in VTC in Q2 2021 and held it in 1 quarter. The position peaked at $49.9M in Q2 2021. 65 funds tracked by Wall St. Rank hold VTC as of Q3 2021.

McMorgan & Co reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
McMorgan & Co sold 542,460 Vanguard Total Corporate Bond ETF shares in Q3 2021, an estimated $49.9M.
McMorgan & Co first reported a position in Vanguard Total Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
McMorgan & Co's Vanguard Total Corporate Bond ETF position peaked at $49.9M in Q2 2021.
65 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2021.

Based on McMorgan & Co's 13F filing for Q3 2021, filed 15 Nov 2021.