Next Financial Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Next Financial Group’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 Q4	$557K	Buy	+6,144	New	+$559K	0.04%	497

Other funds holding VTC

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

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

JIP

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

WPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAAS

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

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Next Financial Group's VTC Position: Q4 2021 in Review

Next Financial Group opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q4 2021: 6,144 shares worth $557K. The stake represents 0.04% of the portfolio and ranks #497 among its holdings.

76 funds tracked by Wall St. Rank hold VTC as of Q4 2021.

Next Financial Group held 6,144 shares of Vanguard Total Corporate Bond ETF worth $557K as of Q4 2021.
Vanguard Total Corporate Bond ETF was a new Next Financial Group position in Q4 2021.
Vanguard Total Corporate Bond ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #497 holding.
76 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.