VFPI
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Vantage Financial Partners (Illinois)’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Vantage Financial Partners (Illinois)’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
2023
Q3 		– Sell
-3,727
Closed -$282K – 99
2023
Q2 		$282K Buy
3,727
+11
+0.3% +$834 0.16% 84
2023
Q1 		$285K Sell
3,716
-24
-0.6% -$1.82K 0.17% 81
2022
Q4 		$278K Hold
3,740
– – 0.16% 86
2022
Q3 		$271K Buy
3,740
+4
+0.1% +$308 0.18% 76
2022
Q2 		$288K Buy
+3,736
New +$294K 0.17% 76

Other funds holding VTC

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s VTC Position: Q3 2023 in Review

Vantage Financial Partners (Illinois) sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2023, closing a stake of 3,727 shares — an estimated $282K sold.

Vantage Financial Partners (Illinois) first reported a position in VTC in Q2 2022 and held it in 5 quarters. The position peaked at $288K in Q2 2022. 80 funds tracked by Wall St. Rank hold VTC as of Q3 2023.

  • Vantage Financial Partners (Illinois) reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 3,727 Vanguard Total Corporate Bond ETF shares in Q3 2023, an estimated $282K.
  • Vantage Financial Partners (Illinois) first reported a position in Vanguard Total Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
  • Vantage Financial Partners (Illinois)'s Vanguard Total Corporate Bond ETF position peaked at $288K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2023.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q3 2023, filed 13 Nov 2023.