SAG
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SageView Advisory Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-392
Closed -$30.4K – 2396
2025
Q4 		$30.4K Buy
+392
New +$30.6K ﹤0.01% 1279

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 $4.18B AUM 18.65% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's VTC Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2026, closing a stake of 392 shares — an estimated $30.4K sold.

SageView Advisory Group first reported a position in VTC in Q4 2025 and held it in 1 quarter. The position peaked at $30.4K in Q4 2025. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 392 Vanguard Total Corporate Bond ETF shares in Q1 2026, an estimated $30.4K.
  • SageView Advisory Group first reported a position in Vanguard Total Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Vanguard Total Corporate Bond ETF position peaked at $30.4K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.