Oregon Pacific Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Oregon Pacific Wealth Management’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
2026 Q2	$230K	Hold	2,996	–	–	0.22%	100
2026 Q1	$230K	Buy	2,996 +134	+5%	+$10.4K	0.24%	93
2025 Q4	$222K	Sell	2,862 -294	-9%	-$23K	0.23%	108
2025 Q3	$247K	Sell	3,156 -56	-2%	-$4.34K	0.21%	112
2025 Q2	$248K	Sell	3,212 -102	-3%	-$7.75K	0.24%	110
2025 Q1	$255K	Sell	3,314 -130	-4%	-$9.91K	0.25%	103
2024 Q4	$261K	Buy	+3,444	New	+$266K	0.26%	101

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WPC

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

CAAS

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Oregon Pacific Wealth Management's VTC Position: Q2 2026 in Review

Oregon Pacific Wealth Management held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q2 2026 at 2,996 shares worth $230K. The position accounts for 0.22% of the portfolio, ranked #100.

Oregon Pacific Wealth Management first reported a position in VTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $261K in Q4 2024. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Oregon Pacific Wealth Management held 2,996 shares of Vanguard Total Corporate Bond ETF worth $230K as of Q2 2026.
Oregon Pacific Wealth Management left its Vanguard Total Corporate Bond ETF share count unchanged in Q2 2026.
Vanguard Total Corporate Bond ETF made up 0.22% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #100 holding.
Oregon Pacific Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $261K in Q4 2024.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.