WA
VTC icon

Waverly Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Waverly Advisors’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 		– Sell
-335
Closed -$25.7K – 1838
2026
Q1 		$25.7K Buy
+335
New +$26K ﹤0.01% 1584

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 40.89% 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

Waverly Advisors's VTC Position: Q2 2026 in Review

Waverly Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2026, closing a stake of 335 shares — an estimated $25.7K sold.

Waverly Advisors first reported a position in VTC in Q1 2026 and held it in 1 quarter. The position peaked at $25.7K in Q1 2026. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Waverly Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 335 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $25.7K.
  • Waverly Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Vanguard Total Corporate Bond ETF position peaked at $25.7K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.