Partners in Financial Planning’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Partners in Financial Planning’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
2022 Q1	–	Sell	-4,750	Closed	-$409K	–	95
2021 Q4	$409K	Hold	4,750	–	–	0.13%	56
2021 Q3	$433K	Hold	4,750	–	–	0.14%	53
2021 Q2	$437K	Buy	+4,750	New	+$430K	0.14%	50

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

WPC

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

CAAS

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

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

Partners in Financial Planning's VTC Position: Q1 2022 in Review

Partners in Financial Planning sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2022, closing a stake of 4,750 shares — an estimated $409K sold.

Partners in Financial Planning first reported a position in VTC in Q2 2021 and held it in 3 quarters. The position peaked at $437K in Q2 2021. 66 funds tracked by Wall St. Rank hold VTC as of Q1 2022.

Partners in Financial Planning reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Partners in Financial Planning sold 4,750 Vanguard Total Corporate Bond ETF shares in Q1 2022, an estimated $409K.
Partners in Financial Planning first reported a position in Vanguard Total Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
Partners in Financial Planning's Vanguard Total Corporate Bond ETF position peaked at $437K in Q2 2021.
66 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2022.

Based on Partners in Financial Planning's 13F filing for Q1 2022, filed 5 May 2025.