Sound Income Strategies’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Sound Income Strategies’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 Q3	$363K	Sell	4,973 -700	-12%	-$52.5K	0.02%	337
2026 Q2	$436K	Sell	5,673 -1,429	-20%	-$110K	0.02%	311
2026 Q1	$544K	Buy	7,102 +855	+14%	+$66.4K	0.03%	241
2025 Q4	$487K	Buy	6,247 +1,048	+20%	+$81.9K	0.02%	253
2025 Q3	$406K	Buy	+5,199	New	+$403K	0.02%	212
2025 Q1	–	Sell	-170	Closed	-$12.9K	–	1621
2024 Q4	$12.9K	Buy	+170	New	+$13.1K	﹤0.01%	777

Other funds holding VTC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Sound Income Strategies's VTC Position: Q3 2026 in Review

Sound Income Strategies reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 12% in Q3 2026, selling an estimated $52.5K and leaving 4,973 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #337.

Sound Income Strategies first reported a position in VTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $544K in Q1 2026. 18 funds tracked by Wall St. Rank hold VTC as of Q3 2026.

Sound Income Strategies held 4,973 shares of Vanguard Total Corporate Bond ETF worth $363K as of Q3 2026.
Sound Income Strategies sold 700 Vanguard Total Corporate Bond ETF shares in Q3 2026, an estimated $52.5K.
Vanguard Total Corporate Bond ETF made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #337 holding.
Sound Income Strategies first reported a position in Vanguard Total Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sound Income Strategies's Vanguard Total Corporate Bond ETF position peaked at $544K in Q1 2026.
18 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.