Robertson Stephens Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Robertson Stephens Wealth 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
2023 Q2	–	Sell	-5,137	Closed	-$394K	–	457
2023 Q1	$394K	Hold	5,137	–	–	0.03%	324
2022 Q4	$381K	Hold	5,137	–	–	0.04%	297
2022 Q3	$372K	Hold	5,137	–	–	0.04%	251
2022 Q2	$395K	Sell	5,137 -8,830	-63%	-$695K	0.04%	264
2022 Q1	$1.17M	Sell	13,967 -418	-3%	-$35.9K	0.1%	164
2021 Q4	$1.3M	Buy	+14,385	New	+$1.31M	0.11%	151

Other funds holding VTC

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAS

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

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Robertson Stephens Wealth Management's VTC Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2023, closing a stake of 5,137 shares — an estimated $394K sold.

Robertson Stephens Wealth Management first reported a position in VTC in Q4 2021 and held it in 6 quarters. The position peaked at $1.3M in Q4 2021. 78 funds tracked by Wall St. Rank hold VTC as of Q2 2023.

Robertson Stephens Wealth Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 5,137 Vanguard Total Corporate Bond ETF shares in Q2 2023, an estimated $394K.
Robertson Stephens Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Robertson Stephens Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $1.3M in Q4 2021.
78 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.