Ogorek Anthony Joseph’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Ogorek Anthony Joseph’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
2025 Q1	–	Sell	-254	Closed	-$19K	–	687
2024 Q4	$19K	Buy	254 +4	+2%	+$309	0.01%	186
2024 Q3	$19K	Buy	250 +3	+1%	+$234	0.01%	182
2024 Q2	$18K	Buy	247 +2	+0.8%	+$151	0.01%	176
2024 Q1	$18K	Hold	245	–	–	0.01%	177
2023 Q4	$18K	Hold	245	–	–	0.01%	177
2023 Q3	$17K	Hold	245	–	–	0.01%	179
2023 Q2	$18K	Hold	245	–	–	0.01%	168
2023 Q1	$18K	Buy	+245	New	+$18.6K	0.01%	164

Other funds holding VTC

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

WPC

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

MCCA

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

CAAS

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

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

DW30

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Ogorek Anthony Joseph's VTC Position: Q1 2025 in Review

Ogorek Anthony Joseph sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2025, closing a stake of 254 shares — an estimated $19K sold.

Ogorek Anthony Joseph first reported a position in VTC in Q1 2023 and held it in 8 quarters. The position peaked at $19K in Q4 2024. 110 funds tracked by Wall St. Rank hold VTC as of Q1 2025.

Ogorek Anthony Joseph reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Ogorek Anthony Joseph sold 254 Vanguard Total Corporate Bond ETF shares in Q1 2025, an estimated $19K.
Ogorek Anthony Joseph first reported a position in Vanguard Total Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Ogorek Anthony Joseph's Vanguard Total Corporate Bond ETF position peaked at $19K in Q4 2024.
110 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2025, filed 9 May 2025.