Northern Capital Management (Wisconsin)’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Northern Capital Management (Wisconsin)’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
2018 Q4	$287K	Sell	3,592 -685	-16%	-$54.6K	0.08%	157
2018 Q3	$347K	Sell	4,277 -125	-3%	-$10.2K	0.08%	154
2018 Q2	$356K	Sell	4,402 -125	-3%	-$10.2K	0.09%	153
2018 Q1	$374K	Sell	4,527 -325	-7%	-$27K	0.1%	151
2017 Q4	$412K	Buy	+4,852	New	+$412K	0.11%	151

Other funds holding VTC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s VTC Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 16% in Q4 2018, selling an estimated $54.6K and leaving 3,592 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #157.

Northern Capital Management (Wisconsin) first reported a position in VTC in Q4 2017 and has held it in 5 quarters since. The position peaked at $412K in Q4 2017. 10 funds tracked by Wall St. Rank hold VTC as of Q4 2018.

Northern Capital Management (Wisconsin) held 3,592 shares of Vanguard Total Corporate Bond ETF worth $287K as of Q4 2018.
Northern Capital Management (Wisconsin) sold 685 Vanguard Total Corporate Bond ETF shares in Q4 2018, an estimated $54.6K.
Vanguard Total Corporate Bond ETF made up 0.08% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #157 holding.
Northern Capital Management (Wisconsin) first reported a position in Vanguard Total Corporate Bond ETF in Q4 2017 and has held it in 5 quarters since.
Northern Capital Management (Wisconsin)'s Vanguard Total Corporate Bond ETF position peaked at $412K in Q4 2017.
10 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.