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

Wipfli Financial 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
2022 Q3	$3.69M	Buy	50,819 +25,286	+99%	+$1.95M	0.26%	44
2022 Q2	$1.97M	Sell	25,533 -7,263	-22%	-$572K	0.21%	31
2022 Q1	$2.74M	Buy	+32,796	New	+$2.82M	0.28%	27

Other funds holding VTC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wipfli Financial Advisors's VTC Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Total Corporate Bond ETF (VTC) stake by 99% in Q3 2022, buying an estimated $1.95M and bringing the position to 50,819 shares worth $3.69M. The position accounts for 0.26% of the portfolio, ranked #44.

Wipfli Financial Advisors first reported a position in VTC in Q1 2022 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold VTC as of Q3 2022.

Wipfli Financial Advisors held 50,819 shares of Vanguard Total Corporate Bond ETF worth $3.69M as of Q3 2022.
Wipfli Financial Advisors bought 25,286 Vanguard Total Corporate Bond ETF shares in Q3 2022, an estimated $1.95M.
Vanguard Total Corporate Bond ETF made up 0.26% of Wipfli Financial Advisors's portfolio in Q3 2022, its #44 holding.
Wipfli Financial Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q1 2022 and has held it in 3 quarters since.
73 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.