PS
VTC icon

Planned Solutions’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-1,478
Closed -$117K – 627
2024
Q3 		$117K Buy
+1,478
New +$115K 0.05% 180
2024
Q1 		– Sell
-1,478
Closed -$115K – 542
2023
Q4 		$115K Buy
+1,478
New +$109K 0.05% 161

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's VTC Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2024, closing a stake of 1,478 shares — an estimated $117K sold.

Planned Solutions first reported a position in VTC in Q4 2023 and held it in 2 quarters. The position peaked at $117K in Q3 2024. 113 funds tracked by Wall St. Rank hold VTC as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,478 Vanguard Total Corporate Bond ETF shares in Q4 2024, an estimated $117K.
  • Planned Solutions first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Vanguard Total Corporate Bond ETF position peaked at $117K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.