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

Succession 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
Q3 		$8.16M Sell
112,099
-23,595
-17% -$1.77M 7.85% 3
2026
Q2 		$10.4M Buy
+135,694
New +$10.4M 9.91% 3

Other funds holding VTC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Succession Financial's VTC Position: Q3 2026 in Review

Succession Financial reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 17% in Q3 2026, selling an estimated $1.77M and leaving 112,099 shares worth $8.16M. The position accounts for 7.85% of the portfolio, ranked #3.

Succession Financial first reported a position in VTC in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.4M in Q2 2026. 122 funds tracked by Wall St. Rank hold VTC as of Q3 2026.

  • Succession Financial held 112,099 shares of Vanguard Total Corporate Bond ETF worth $8.16M as of Q3 2026.
  • Succession Financial sold 23,595 Vanguard Total Corporate Bond ETF shares in Q3 2026, an estimated $1.77M.
  • Vanguard Total Corporate Bond ETF made up 7.85% of Succession Financial's portfolio in Q3 2026, its #3 holding.
  • Succession Financial first reported a position in Vanguard Total Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Succession Financial's Vanguard Total Corporate Bond ETF position peaked at $10.4M in Q2 2026.
  • 122 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.