Seamount Financial Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Seamount Financial 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 Q2	$297K	Buy	3,870 +41	+1%	+$3.15K	0.12%	115
2026 Q1	$294K	Sell	3,829 -201	-5%	-$15.6K	0.13%	112
2025 Q4	$313K	Buy	4,030 +56	+1%	+$4.38K	0.14%	108
2025 Q3	$312K	Buy	3,974 +42	+1%	+$3.25K	0.15%	111
2025 Q2	$304K	Sell	3,932 -3	-0.1%	-$228	0.16%	107
2025 Q1	$302K	Sell	3,935 -16	-0.4%	-$1.22K	0.21%	87
2024 Q4	$299K	Sell	3,951 -156	-4%	-$12K	0.21%	85
2024 Q3	$326K	Sell	4,107 -325	-7%	-$25.3K	0.24%	80
2024 Q2	$335K	Sell	4,432 -305	-6%	-$23K	0.27%	75
2024 Q1	$363K	Buy	4,737 +49	+1%	+$3.75K	0.32%	67
2023 Q4	$363K	Buy	+4,688	New	+$345K	0.35%	63

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 40.89% 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

Seamount Financial Group's VTC Position: Q2 2026 in Review

Seamount Financial Group increased its Vanguard Total Corporate Bond ETF (VTC) stake by 1.1% in Q2 2026, buying an estimated $3.15K and bringing the position to 3,870 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #115.

Seamount Financial Group first reported a position in VTC in Q4 2023 and has held it in 11 quarters since. The position peaked at $363K in Q4 2023. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Seamount Financial Group held 3,870 shares of Vanguard Total Corporate Bond ETF worth $297K as of Q2 2026.
Seamount Financial Group bought 41 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $3.15K.
Vanguard Total Corporate Bond ETF made up 0.12% of Seamount Financial Group's portfolio in Q2 2026, its #115 holding.
Seamount Financial Group first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Vanguard Total Corporate Bond ETF position peaked at $363K in Q4 2023.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.