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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
Q2 		$10.4M Buy
+135,694
New +$10.4M 9.91% 3

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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Succession Financial's VTC Position: Q2 2026 in Review

Succession Financial opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q2 2026: 135,694 shares worth $10.4M. The stake represents 9.91% of the portfolio and ranks #3 among its holdings.

139 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Succession Financial held 135,694 shares of Vanguard Total Corporate Bond ETF worth $10.4M as of Q2 2026.
  • Vanguard Total Corporate Bond ETF was a new Succession Financial position in Q2 2026.
  • Vanguard Total Corporate Bond ETF made up 9.91% of Succession Financial's portfolio in Q2 2026, its #3 holding.
  • 139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.