Semmax Financial Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Semmax Financial 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
2025 Q2	$2.1K	Sell	27 -64	-70%	-$4.86K	﹤0.01%	348
2025 Q1	$6.89K	Sell	91 -12	-12%	-$915	﹤0.01%	261
2024 Q4	$7.81K	Sell	103 -19,021	-99%	-$1.47M	﹤0.01%	240
2024 Q3	$1.47M	Buy	19,124 +1,582	+9%	+$123K	0.4%	79
2024 Q2	$1.37M	Buy	17,542 +1,253	+8%	+$94.5K	0.41%	73
2024 Q1	$1.22M	Buy	16,289 +1,078	+7%	+$82.4K	0.4%	71
2023 Q4	$1.15M	Buy	15,211 +12,855	+546%	+$947K	0.42%	68
2023 Q3	$171K	Buy	+2,356	New	+$175K	0.07%	97

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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 $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Semmax Financial Advisors's VTC Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 70% in Q2 2025, selling an estimated $4.86K and leaving 27 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Semmax Financial Advisors first reported a position in VTC in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2024. 116 funds tracked by Wall St. Rank hold VTC as of Q2 2025.

Semmax Financial Advisors held 27 shares of Vanguard Total Corporate Bond ETF worth $2.1K as of Q2 2025.
Semmax Financial Advisors sold 64 Vanguard Total Corporate Bond ETF shares in Q2 2025, an estimated $4.86K.
Vanguard Total Corporate Bond ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #348 holding.
Semmax Financial Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Semmax Financial Advisors's Vanguard Total Corporate Bond ETF position peaked at $1.47M in Q3 2024.
116 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.