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Roehl & Yi Investment Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Roehl & Yi Investment Advisors’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 		$21.7K Hold
21,720
– – 0.01% 194
2026
Q1 		$21.7K Buy
21,720
+10,177
+88% +$790K 0.01% 180
2025
Q4 		$11.5K Hold
11,543
– – ﹤0.01% 172
2025
Q3 		$11.5K Hold
11,543
– – 0.01% 168
2025
Q2 		$11.5K Hold
11,543
– – 0.01% 157
2025
Q1 		$11.5K Hold
11,543
– – 0.01% 152
2024
Q4 		$11.5K Buy
+11,543
New +$891K 0.01% 153

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 40.91% 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

Roehl & Yi Investment Advisors's VTC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q2 2026 at 21,720 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #194.

Roehl & Yi Investment Advisors first reported a position in VTC in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Roehl & Yi Investment Advisors held 21,720 shares of Vanguard Total Corporate Bond ETF worth $21.7K as of Q2 2026.
  • Roehl & Yi Investment Advisors left its Vanguard Total Corporate Bond ETF share count unchanged in Q2 2026.
  • Vanguard Total Corporate Bond ETF made up 0.01% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #194 holding.
  • Roehl & Yi Investment Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.