Pathstone Holdings
VTC icon

Pathstone Holdings’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Pathstone Holdings’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 		$75.2M Buy
+979,361
New +$75.2M 0.22% 74

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WPC
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AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SFI
SUCCESSION FINANCIAL, INC. Mckinney, Texas $105M AUM

Pathstone Holdings's VTC Position: Q2 2026 in Review

Pathstone Holdings opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q2 2026: 979,361 shares worth $75.2M. The stake represents 0.22% of the portfolio and ranks #74 among its holdings.

119 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Pathstone Holdings held 979,361 shares of Vanguard Total Corporate Bond ETF worth $75.2M as of Q2 2026.
  • Vanguard Total Corporate Bond ETF was a new Pathstone Holdings position in Q2 2026.
  • Vanguard Total Corporate Bond ETF made up 0.22% of Pathstone Holdings's portfolio in Q2 2026, its #74 holding.
  • 119 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.