VTC Institutional Ownership
Vanguard Total Corporate Bond ETF
1W: -0.7%
1M: -2.9%
3M: -5.3%
YTD: -5.8%
1Y: -6.3%
3Y: +11.4%
5Y: -6.8%
$72.52
-0.11 (-0.15%)
Weekly Expected Move ±0.7%
$71
$72
$73
$73
$74
Overview
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Institutional Ownership — VTC
161
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
23
New Positions
53
Increased
53
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (174 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NEPC LLC | 4,943,439 | $359M | +260,586 | +5.6% | 12Q | SEC ↗ |
| 2 | Wedmont Private Capital | 1,469,754 | $107M | +113,469 | +8.4% | 19Q | SEC ↗ |
| 3 | Pathstone Holdings, LLC NEW | 979,361 | $71M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Mill Creek Capital Advisors, LLC | 937,634 | $68M | +24,401 | +2.7% | 12Q | SEC ↗ |
| 5 | Capital Asset Advisory Services LLC | 735,952 | $53M | +19,850 | +2.8% | 15Q | SEC ↗ |
| 6 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 732,637 | $53M | — | +0.0% | 1Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 565,786 | $41M | +25,042 | +4.6% | 15Q | SEC ↗ |
| 8 | Warwick Investment Management, Inc. | 517,656 | $38M | +173,726 | +50.5% | 5Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC | 416,368 | $30M | +382,486 | +1128.9% | 9Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC | 336,814 | $24M | +38,817 | +13.0% | 26Q | SEC ↗ |
| 11 | UBS Group AG | 194,820 | $14M | -32,804 | -14.4% | 35Q | SEC ↗ |
| 12 | LPL Financial LLC | 189,689 | $14M | +13,991 | +8.0% | 33Q | SEC ↗ |
| 13 | CoreCap Advisors, LLC | 172,305 | $12M | +17,176 | +11.1% | 6Q | SEC ↗ |
| 14 | Beacon Pointe Advisors, LLC | 163,219 | $12M | +9,216 | +6.0% | 3Q | SEC ↗ |
| 15 | SAX WEALTH ADVISORS, LLC NEW | 140,829 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 139,635 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Concurrent Investment Advisors, LLC NEW | 136,096 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 18 | SUCCESSION FINANCIAL, INC. NEW | 135,694 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 19 | UBS AM, a distinct business unit of UB | 117,355 | $9M | — | +0.0% | 3Q | SEC ↗ |
| 20 | North Dakota State Investment Board | 98,039 | $7M | -264,833 | -73.0% | 3Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 93,243 | $7M | -19,287 | -17.1% | 30Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 83,219 | $6M | +69,647 | +513.2% | 2Q | SEC ↗ |
| 23 | Drucker Wealth 3.0, LLC | 77,049 | $6M | -1,061 | -1.4% | 9Q | SEC ↗ |
| 24 | TITLEIST ASSET MANAGEMENT, LLC | 72,409 | $5M | -872 | -1.2% | 7Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 70,908 | $5M | +9,259 | +15.0% | 29Q | SEC ↗ |
| 26 | Smartleaf Asset Management LLC | 57,056 | $4M | — | +0.0% | 2Q | SEC ↗ |
| 27 | TRUIST FINANCIAL CORP | 52,618 | $4M | +499 | +1.0% | 11Q | SEC ↗ |
| 28 | BFSG, LLC | 51,631 | $4M | +688 | +1.4% | 20Q | SEC ↗ |
| 29 | Perigon Wealth Management, LLC | 48,263 | $4M | +7,422 | +18.2% | 8Q | SEC ↗ |
| 30 | Marble Wealth, LLC | 42,753 | $3M | -2,054 | -4.6% | 3Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 40,069 | $3M | -30,776 | -43.4% | 15Q | SEC ↗ |
| 32 | Valpey Financial Services, LLC | 38,411 | $3M | +646 | +1.7% | 5Q | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 34,466 | $2M | -995 | -2.8% | 19Q | SEC ↗ |
| 34 | Corient Private Wealth LP | 32,347 | $2M | -6,699 | -17.2% | 5Q | SEC ↗ |
| 35 | Raine Group LLC | 32,347 | $2M | -6,699 | -17.2% | 14Q | SEC ↗ |
| 36 | CreativeOne Wealth, LLC | 28,596 | $2M | -587 | -2.0% | 6Q | SEC ↗ |
| 37 | Fort Point Capital Partners LLC | 25,816 | $2M | +4,777 | +22.7% | 15Q | SEC ↗ |
| 38 | AMERIPRISE FINANCIAL INC | 25,044 | $2M | -1,365 | -5.2% | 16Q | SEC ↗ |
| 39 | RWA WEALTH PARTNERS, LLC | 24,633 | $2M | -3,020 | -10.9% | 16Q | SEC ↗ |
| 40 | Chicago Partners Investment Group LLC | 22,803 | $2M | -3,378 | -12.9% | 17Q | SEC ↗ |
| 41 | Roehl & Yi Investment Advisors, LLC | 21,720 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 42 | NATIONAL BANK OF CANADA /FI | 21,196 | $2M | +410 | +2.0% | 15Q | SEC ↗ |
| 43 | GOLDMAN SACHS GROUP INC | 20,050 | $1M | +5,461 | +37.4% | 8Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 19,826 | $1M | +1,509 | +8.2% | 29Q | SEC ↗ |
| 45 | NISA INVESTMENT ADVISORS, LLC | 18,648 | $1M | +233 | +1.3% | 2Q | SEC ↗ |
| 46 | Private Advisor Group, LLC | 17,914 | $1M | -11,399 | -38.9% | 30Q | SEC ↗ |
| 47 | GDS Wealth Management | 16,672 | $1M | -1,937 | -10.4% | 15Q | SEC ↗ |
| 48 | RFG Advisory, LLC | 16,056 | $1M | -5,375 | -25.1% | 10Q | SEC ↗ |
| 49 | HRT FINANCIAL LP | 15,272 | $1M | +11,370 | +291.4% | 2Q | SEC ↗ |
| 50 | Cetera Investment Advisers | 15,217 | $1M | +905 | +6.3% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pathstone Holdings, LLC | 979,361 | $71M |
| AXXCESS WEALTH MANAGEMENT, LLC | 732,637 | $53M |
| SAX WEALTH ADVISORS, LLC | 140,829 | $10M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 139,635 | $10M |
| Concurrent Investment Advisors, LLC | 136,096 | $10M |
| SUCCESSION FINANCIAL, INC. | 135,694 | $10M |
| John W. Brooker & Co., CPAs | 6,648 | $482K |
| GUIDANCE CAPITAL, INC | 4,927 | $357K |
| Ameritas Advisory Services, LLC | 3,989 | $289K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,254 | $236K |
| Quantinno Capital Management LP | 3,103 | $225K |
| Stratos Wealth Partners, LTD. | 2,924 | $212K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,328 | $169K |
| TRUST CO OF VERMONT | 1,650 | $120K |
| CENTAURUS FINANCIAL, INC. | 1,500 | $109K |
| Institute for Wealth Management, LL | 888 | $64K |
| Founders Financial Alliance, LLC | 504 | $37K |
| Forum Finance Group S.A. | 465 | $34K |
| Timbuktu Capital Management, LLC | 255 | $18K |
| Sunbelt Securities, Inc. | 175 | $13K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LOOMIS SAYLES & CO L P | 72,888 | $5M |
| Transmarket Holdings LP | 19,199 | $1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 14,154 | $1M |
| Mariner, LLC | 10,364 | $752K |
| PFG Investments, LLC | 10,154 | $736K |
| Wealthstar Advisors, LLC | 6,055 | $439K |
| Pinnacle Financial Group, LLC / IL | 5,538 | $402K |
| Leo Wealth, LLC | 5,415 | $393K |
| Towerpoint Wealth, LLC | 4,770 | $346K |
| Compound Planning, Inc. | 4,252 | $308K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,528 | $256K |
| ANCHOR CAPITAL ADVISORS LLC | 3,150 | $228K |
| Winthrop Capital Management, LLC | 2,200 | $160K |
| Key Financial Inc | 1,373 | $100K |
| Vermillion & White Wealth Managemen | 705 | $51K |
| Ascentis Independent Advisors | 644 | $47K |
| RETIREMITTEN FINANCIAL LLC | 500 | $36K |
| FLAGSHIP HARBOR ADVISORS, LLC | 497 | $36K |
| SageView Advisory Group, LLC | 392 | $28K |
| Waverly Advisors, LLC | 335 | $24K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +382,486 | +1128.9% | 416,368 |
| NEPC LLC | +260,586 | +5.6% | 4,943,439 |
| Warwick Investment Management, Inc. | +173,726 | +50.5% | 517,656 |
| Wedmont Private Capital | +113,469 | +8.4% | 1,469,754 |
| JANE STREET GROUP, LLC | +69,647 | +513.2% | 83,219 |
| MML INVESTORS SERVICES, LLC | +38,817 | +13.0% | 336,814 |
| BANK OF AMERICA CORP /DE | +25,042 | +4.6% | 565,786 |
| Mill Creek Capital Advisors, LLC | +24,401 | +2.7% | 937,634 |
| Capital Asset Advisory Services LLC | +19,850 | +2.8% | 735,952 |
| CoreCap Advisors, LLC | +17,176 | +11.1% | 172,305 |
| LPL Financial LLC | +13,991 | +8.0% | 189,689 |
| HRT FINANCIAL LP | +11,370 | +291.4% | 15,272 |
| ENVESTNET ASSET MANAGEMENT INC | +9,259 | +15.0% | 70,908 |
| Beacon Pointe Advisors, LLC | +9,216 | +6.0% | 163,219 |
| Perigon Wealth Management, LLC | +7,422 | +18.2% | 48,263 |
| GOLDMAN SACHS GROUP INC | +5,461 | +37.4% | 20,050 |
| Fort Point Capital Partners LLC | +4,777 | +22.7% | 25,816 |
| Nicholas Wealth, LLC. | +2,935 | +38.1% | 10,644 |
| OSAIC HOLDINGS, INC. | +2,808 | +23.3% | 14,877 |
| Kelsey Financial, LLC | +2,509 | +27.0% | 11,796 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| North Dakota State Investment Board | -264,833 | -73.0% | 98,039 |
| UBS Group AG | -32,804 | -14.4% | 194,820 |
| STIFEL FINANCIAL CORP | -30,776 | -43.4% | 40,069 |
| OneDigital Investment Advisors LLC | -23,538 | -62.5% | 14,108 |
| JPMORGAN CHASE & CO | -19,840 | -84.6% | 3,604 |
| ROYAL BANK OF CANADA | -19,287 | -17.1% | 93,243 |
| Private Advisor Group, LLC | -11,399 | -38.9% | 17,914 |
| Corient Private Wealth LP | -6,699 | -17.2% | 32,347 |
| Raine Group LLC | -6,699 | -17.2% | 32,347 |
| NewEdge Advisors, LLC | -6,239 | -63.3% | 3,625 |
| RFG Advisory, LLC | -5,375 | -25.1% | 16,056 |
| Kestra Advisory Services, LLC | -4,653 | -50.1% | 4,629 |
| Chicago Partners Investment Group L | -3,378 | -12.9% | 22,803 |
| RWA WEALTH PARTNERS, LLC | -3,020 | -10.9% | 24,633 |
| Breakwater Investment Management | -3,019 | -24.1% | 9,525 |
| Financial Engines Advisors L.L.C. | -2,068 | -35.0% | 3,846 |
| Marble Wealth, LLC | -2,054 | -4.6% | 42,753 |
| GDS Wealth Management | -1,937 | -10.4% | 16,672 |
| Sound Income Strategies, LLC | -1,429 | -20.1% | 5,673 |
| AMERIPRISE FINANCIAL INC | -1,365 | -5.2% | 25,044 |