Sax Wealth Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Sax Wealth 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	$10.8M	Buy	+140,829	New	+$10.8M	0.44%	40
2024 Q2	–	Sell	-6,519	Closed	-$499K	–	286
2024 Q1	$499K	Sell	6,519 -139	-2%	-$10.6K	0.06%	116
2023 Q4	$516K	Sell	6,658 -54	-0.8%	-$3.98K	0.08%	118
2023 Q3	$486K	Sell	6,712 -564	-8%	-$41.9K	0.1%	113
2023 Q2	$550K	Sell	7,276 -928	-11%	-$70.4K	0.11%	104
2023 Q1	$629K	Buy	8,204 +884	+12%	+$67.1K	0.14%	88
2022 Q4	$543K	Sell	7,320 -1,903	-21%	-$140K	0.13%	99
2022 Q3	$669K	Buy	9,223 +9	+0.1%	+$693	0.17%	78
2022 Q2	$710K	Sell	9,214 -2,256	-20%	-$178K	0.18%	77
2022 Q1	$958K	Sell	11,470 -1,117	-9%	-$96.1K	0.23%	62
2021 Q4	$1.14M	Buy	12,587 +219	+2%	+$19.9K	0.24%	63
2021 Q3	$1.13M	Sell	12,368 -705	-5%	-$65.2K	0.27%	59
2021 Q2	$1.2M	Sell	13,073 -1,349	-9%	-$122K	0.41%	48
2021 Q1	$1.29M	Buy	14,422 +6,711	+87%	+$612K	0.47%	47
2020 Q4	$726K	Buy	+7,711	New	+$717K	0.33%	58

Other funds holding VTC

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 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 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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sax Wealth Advisors's VTC Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q2 2026: 140,829 shares worth $10.8M. The stake represents 0.44% of the portfolio and ranks #40 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in VTC as recently as Q1 2024.

Sax Wealth Advisors first reported a position in VTC in Q4 2020 and has held it in 15 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Sax Wealth Advisors held 140,829 shares of Vanguard Total Corporate Bond ETF worth $10.8M as of Q2 2026.
Vanguard Total Corporate Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
Vanguard Total Corporate Bond ETF made up 0.44% of Sax Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Sax Wealth Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.