Stifel Financial
VTC icon

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

Stifel Financial’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 		$3.08M Sell
40,069
-30,776
-43% -$2.36M ﹤0.01% 1742
2026
Q1 		$5.44M Sell
70,845
-1,134
-2% -$88K 0.01% 1296
2025
Q4 		$5.59M Buy
71,979
+22,930
+47% +$1.79M 0.01% 1266
2025
Q3 		$3.84M Buy
49,049
+8,807
+22% +$682K ﹤0.01% 1443
2025
Q2 		$3.11M Buy
40,242
+255
+0.6% +$19.4K ﹤0.01% 1528
2025
Q1 		$3.07M Sell
39,987
-723
-2% -$55.1K ﹤0.01% 1462
2024
Q4 		$3.08M Buy
40,710
+375
+0.9% +$29K ﹤0.01% 1500
2024
Q3 		$3.2M Buy
40,335
+123
+0.3% +$9.57K ﹤0.01% 1474
2024
Q2 		$3.04M Buy
40,212
+182
+0.5% +$13.7K ﹤0.01% 1442
2024
Q1 		$3.07M Buy
40,030
+37
+0.1% +$2.83K ﹤0.01% 1432
2023
Q4 		$3.1M Buy
39,993
+3,551
+10% +$262K ﹤0.01% 1383
2023
Q3 		$2.64M Buy
36,442
+3,267
+10% +$243K ﹤0.01% 1410
2023
Q2 		$2.51M Buy
33,175
+217
+0.7% +$16.5K ﹤0.01% 1462
2023
Q1 		$2.53M Sell
32,958
-1,445
-4% -$110K ﹤0.01% 1421
2022
Q4 		$2.55M Buy
+34,403
New +$2.53M ﹤0.01% 1343
2022
Q3 		– Sell
-2,659
Closed -$205K – 3394
2022
Q2 		$205K Hold
2,659
– – ﹤0.01% 2986
2022
Q1 		$222K Hold
2,659
– – ﹤0.01% 3060
2021
Q4 		$241K Buy
2,659
+225
+9% +$20.5K ﹤0.01% 3046
2021
Q3 		$223K Hold
2,434
– – ﹤0.01% 3080
2021
Q2 		$224K Buy
2,434
+29
+1% +$2.63K ﹤0.01% 3077
2021
Q1 		$215K Buy
2,405
+100
+4% +$9.13K ﹤0.01% 2984
2020
Q4 		$217K Buy
+2,305
New +$214K ﹤0.01% 2780

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 $3.65B AUM 26.64% 1-Year Est. Return
Pathstone Holdings
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
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Stifel Financial's VTC Position: Q2 2026 in Review

Stifel Financial reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 43% in Q2 2026, selling an estimated $2.36M and leaving 40,069 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Stifel Financial first reported a position in VTC in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.59M in Q4 2025. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Stifel Financial held 40,069 shares of Vanguard Total Corporate Bond ETF worth $3.08M as of Q2 2026.
  • Stifel Financial sold 30,776 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $2.36M.
  • Vanguard Total Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1742 holding.
  • Stifel Financial first reported a position in Vanguard Total Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Stifel Financial's Vanguard Total Corporate Bond ETF position peaked at $5.59M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.