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Advisor Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Advisor Group’s Portfolio VCLT Stock Details VCLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.04M Sell
20,096
-40,885
-67% -$4.12M 0.01% 801
2019
Q3 		$6.17M Buy
60,981
+12,456
+26% +$1.24M 0.05% 348
2019
Q2 		$4.7M Buy
48,525
+14,787
+44% +$1.37M 0.04% 407
2019
Q1 		$3.09M Buy
33,738
+8,971
+36% +$788K 0.03% 536
2018
Q4 		$2.11M Buy
24,767
+4,022
+19% +$342K 0.02% 613
2018
Q3 		$1.82M Buy
20,745
+856
+4% +$75.7K 0.02% 678
2018
Q2 		$1.74M Sell
19,889
-9,577
-33% -$848K 0.02% 598
2018
Q1 		$2.69M Buy
29,466
+922
+3% +$84.9K 0.04% 446
2017
Q4 		$2.73M Buy
28,544
+11,110
+64% +$1.05M 0.04% 443
2017
Q3 		$1.64M Buy
17,434
+638
+4% +$59.7K 0.03% 577
2017
Q2 		$1.57M Buy
16,796
+423
+3% +$38.8K 0.03% 561
2017
Q1 		$1.47M Buy
16,373
+1,164
+8% +$104K 0.03% 554
2016
Q4 		$1.36M Sell
15,209
-5,495
-27% -$498K 0.03% 548
2016
Q3 		$1.98M Buy
20,704
+11,675
+129% +$1.12M 0.05% 406
2016
Q2 		$851K Buy
+9,029
New +$823K 0.02% 679

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's VCLT Position: Q4 2019 in Review

Advisor Group reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 67% in Q4 2019, selling an estimated $4.12M and leaving 20,096 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #801.

Advisor Group first reported a position in VCLT in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.17M in Q3 2019. 176 funds tracked by Wall St. Rank hold VCLT as of Q4 2019.

  • Advisor Group held 20,096 shares of Vanguard Long-Term Corporate Bond ETF worth $2.04M as of Q4 2019.
  • Advisor Group sold 40,885 Vanguard Long-Term Corporate Bond ETF shares in Q4 2019, an estimated $4.12M.
  • Vanguard Long-Term Corporate Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #801 holding.
  • Advisor Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vanguard Long-Term Corporate Bond ETF position peaked at $6.17M in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.