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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
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

Other funds holding VTC

NL
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
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
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Phillips Financial Management's VTC Position: Q2 2026 in Review

Phillips Financial Management held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q2 2026 at 16 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Phillips Financial Management first reported a position in VTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25K in Q3 2025. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Phillips Financial Management held 16 shares of Vanguard Total Corporate Bond ETF worth $1.23K as of Q2 2026.
  • Phillips Financial Management left its Vanguard Total Corporate Bond ETF share count unchanged in Q2 2026.
  • Vanguard Total Corporate Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #290 holding.
  • Phillips Financial Management first reported a position in Vanguard Total Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Phillips Financial Management's Vanguard Total Corporate Bond ETF position peaked at $1.25K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.