Rockefeller Capital Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Rockefeller Capital 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	$133K	Sell	1,825 -684	-27%	-$51.3K	﹤0.01%	2904
2026 Q2	$193K	Sell	2,509 -574	-19%	-$44.1K	﹤0.01%	2623
2026 Q1	$237K	Sell	3,083 -234	-7%	-$18.2K	﹤0.01%	2392
2025 Q4	$258K	Sell	3,317 -2,880	-46%	-$225K	﹤0.01%	2235
2025 Q3	$486K	Buy	+6,197	New	+$480K	﹤0.01%	1789
2024 Q1	–	Sell	-10,869	Closed	-$842K	–	1734
2023 Q4	$842K	Buy	+10,869	New	+$800K	﹤0.01%	1203
2023 Q1	–	Sell	-1,100	Closed	-$81K	–	3849
2022 Q4	$81K	Buy	1,100 +600	+120%	+$44.2K	﹤0.01%	2149
2022 Q3	$36K	Hold	500	–	–	﹤0.01%	2514
2022 Q2	$38K	Hold	500	–	–	﹤0.01%	2418
2022 Q1	$41K	Sell	500 -150	-23%	-$12.9K	﹤0.01%	2395
2021 Q4	$58K	Hold	650	–	–	﹤0.01%	2155
2021 Q3	$59K	Buy	+650	New	+$60.1K	﹤0.01%	2068

Other funds holding VTC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Rockefeller Capital Management's VTC Position: Q3 2026 in Review

Rockefeller Capital Management reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 27% in Q3 2026, selling an estimated $51.3K and leaving 1,825 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Rockefeller Capital Management first reported a position in VTC in Q3 2021 and has held it in 12 quarters since. The position peaked at $842K in Q4 2023. 125 funds tracked by Wall St. Rank hold VTC as of Q3 2026.

Rockefeller Capital Management held 1,825 shares of Vanguard Total Corporate Bond ETF worth $133K as of Q3 2026.
Rockefeller Capital Management sold 684 Vanguard Total Corporate Bond ETF shares in Q3 2026, an estimated $51.3K.
Vanguard Total Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2904 holding.
Rockefeller Capital Management first reported a position in Vanguard Total Corporate Bond ETF in Q3 2021 and has held it in 12 quarters since.
Rockefeller Capital Management's Vanguard Total Corporate Bond ETF position peaked at $842K in Q4 2023.
125 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.