Phillips Financial Management
VTC icon

Phillips Financial Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Phillips Financial 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
Q3 		$1.16K Hold
16
– – ﹤0.01% 281
2026
Q2 		$1.23K Hold
16
– – ﹤0.01% 290
2026
Q1 		$1.23K Hold
16
– – ﹤0.01% 280
2025
Q4 		$1.24K Hold
16
– – ﹤0.01% 305
2025
Q3 		$1.25K Hold
16
– – ﹤0.01% 303
2025
Q2 		$1.24K Buy
+16
New +$1.22K ﹤0.01% 276

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CoreCap Advisors
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Succession Financial
Succession Financial Mckinney, Texas $104M AUM
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Phillips Financial Management's VTC Position: Q3 2026 in Review

Phillips Financial Management held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q3 2026 at 16 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Phillips Financial Management first reported a position in VTC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.25K in Q3 2025. 35 funds tracked by Wall St. Rank hold VTC as of Q3 2026.

  • Phillips Financial Management held 16 shares of Vanguard Total Corporate Bond ETF worth $1.16K as of Q3 2026.
  • Phillips Financial Management left its Vanguard Total Corporate Bond ETF share count unchanged in Q3 2026.
  • Vanguard Total Corporate Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #281 holding.
  • Phillips Financial Management first reported a position in Vanguard Total Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Phillips Financial Management's Vanguard Total Corporate Bond ETF position peaked at $1.25K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.