Mercer Global Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Mercer Global 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
2024 Q1	–	Sell	-2,601	Closed	-$202K	–	2153
2023 Q4	$202K	Sell	2,601 -1,914	-42%	-$141K	﹤0.01%	1846
2023 Q3	$327K	Buy	4,515 +361	+9%	+$26.8K	﹤0.01%	1478
2023 Q2	$314K	Buy	4,154 +1,115	+37%	+$84.5K	﹤0.01%	1491
2023 Q1	$233K	Buy	3,039 +1	+0%	+$76	﹤0.01%	1648
2022 Q4	$226K	Sell	3,038 -923	-23%	-$68K	﹤0.01%	1646
2022 Q3	$287K	Buy	3,961 +996	+34%	+$76.7K	﹤0.01%	1438
2022 Q2	$228K	Hold	2,965	–	–	﹤0.01%	1567
2022 Q1	$248K	Buy	+2,965	New	+$255K	﹤0.01%	1610

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

MCCA

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

WPC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Mercer Global Advisors's VTC Position: Q1 2024 in Review

Mercer Global Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2024, closing a stake of 2,601 shares — an estimated $202K sold.

Mercer Global Advisors first reported a position in VTC in Q1 2022 and held it in 8 quarters. The position peaked at $327K in Q3 2023. 100 funds tracked by Wall St. Rank hold VTC as of Q1 2024.

Mercer Global Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Mercer Global Advisors sold 2,601 Vanguard Total Corporate Bond ETF shares in Q1 2024, an estimated $202K.
Mercer Global Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
Mercer Global Advisors's Vanguard Total Corporate Bond ETF position peaked at $327K in Q3 2023.
100 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2024.

Based on Mercer Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.