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VCLT icon

Agilis Partners’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Agilis Partners’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
2024
Q4 		$21.4M Sell
285,688
-117,424
-29% -$9.13M 6.43% 3
2024
Q3 		$32.7M Sell
403,112
-3,372
-0.8% -$267K 9.17% 3
2024
Q2 		$30.8M Sell
406,484
-360,256
-47% -$27.3M 9.38% 3
2024
Q1 		$60M Buy
766,740
+67,230
+10% +$5.24M 15.31% 2
2023
Q4 		$56.1M Buy
699,510
+381,462
+120% +$28.1M 14.75% 2
2023
Q3 		$22.8M Buy
318,048
+248,310
+356% +$18.7M 8.2% 4
2023
Q2 		$5.47M Buy
69,738
+54,280
+351% +$4.24M 2.14% 11
2023
Q1 		$1.23M Sell
15,458
-1,206
-7% -$95.1K 0.54% 20
2022
Q4 		$1.26M Sell
16,664
-59,772
-78% -$4.49M 0.59% 20
2022
Q3 		$5.6M Buy
76,436
+48,575
+174% +$3.94M 3.53% 9
2022
Q2 		$2.26M Sell
27,861
-41,793
-60% -$3.52M 1.4% 14
2022
Q1 		$6.52M Sell
69,654
-3,964
-5% -$385K 3.26% 11
2021
Q4 		$7.79M Buy
73,618
+30,909
+72% +$3.29M 3.9% 10
2021
Q3 		$4.51M Sell
42,709
-30,719
-42% -$3.32M 2.24% 10
2021
Q2 		$7.85M Buy
73,428
+24,152
+49% +$2.5M 4.34% 7
2021
Q1 		$4.99M Buy
49,276
+41,107
+503% +$4.3M 2.27% 11
2020
Q4 		$907K Sell
8,169
-149,990
-95% -$16.3M 0.43% 23
2020
Q3 		$16.9M Buy
158,159
+4,930
+3% +$539K 6.34% 8
2020
Q2 		$16.3M Buy
153,229
+61,976
+68% +$6.34M 9.54% 6
2020
Q1 		$8.86M Buy
+91,253
New +$9.25M 8.45% 4
2019
Q4 		– Sell
-53,220
Closed -$5.38M – 24
2019
Q3 		$5.38M Buy
53,220
+2,079
+4% +$207K 3.67% 6
2019
Q2 		$4.95M Sell
51,141
-6,273
-11% -$579K 3.7% 7
2019
Q1 		$5.25M Buy
57,414
+2,894
+5% +$254K 4.47% 5
2018
Q4 		$4.64M Buy
54,520
+27,081
+99% +$2.3M 4.81% 5
2018
Q3 		$2.41M Sell
27,439
-13,669
-33% -$1.21M 2.61% 8
2018
Q2 		$3.6M Sell
41,108
-9,102
-18% -$806K 3.33% 6
2018
Q1 		$4.59M Buy
50,210
+8,823
+21% +$812K 3.23% 6
2017
Q4 		$3.96M Buy
41,387
+5,313
+15% +$503K 2.46% 10
2017
Q3 		$3.4M Sell
36,074
-20,356
-36% -$1.91M 2.25% 10
2017
Q2 		$5.26M Buy
56,430
+6,400
+13% +$587K 1.68% 9
2017
Q1 		$4.5M Buy
50,030
+5,626
+13% +$504K 3.06% 9
2016
Q4 		$3.97M Sell
44,404
-44,369
-50% -$4.02M 2.71% 9
2016
Q3 		$8.5M Buy
88,773
+16,939
+24% +$1.62M 3.1% 6
2016
Q2 		$6.79M Buy
71,834
+5,460
+8% +$498K 4.86% 5
2016
Q1 		$5.94M Hold
66,374
– – 3.98% 6
2015
Q4 		$5.59M Sell
66,374
-29,186
-31% -$2.5M 4.83% 5
2015
Q3 		$8.22M Sell
95,560
-12,897
-12% -$1.11M 7.59% 4
2015
Q2 		$9.25M Hold
108,457
– – 7.67% 4
2015
Q1 		$10.2M Buy
108,457
+21,451
+25% +$2.02M 8.43% 4
2014
Q4 		$8.04M Buy
+87,006
New +$7.92M 7.28% 5

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Agilis Partners's VCLT Position: Q4 2024 in Review

Agilis Partners reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 29% in Q4 2024, selling an estimated $9.13M and leaving 285,688 shares worth $21.4M. The position accounts for 6.43% of the portfolio, ranked #3.

Agilis Partners first reported a position in VCLT in Q4 2014 and has held it in 40 quarters since. The position peaked at $60M in Q1 2024. 351 funds tracked by Wall St. Rank hold VCLT as of Q4 2024.

  • Agilis Partners held 285,688 shares of Vanguard Long-Term Corporate Bond ETF worth $21.4M as of Q4 2024.
  • Agilis Partners sold 117,424 Vanguard Long-Term Corporate Bond ETF shares in Q4 2024, an estimated $9.13M.
  • Vanguard Long-Term Corporate Bond ETF made up 6.43% of Agilis Partners's portfolio in Q4 2024, its #3 holding.
  • Agilis Partners first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2014 and has held it in 40 quarters since.
  • Agilis Partners's Vanguard Long-Term Corporate Bond ETF position peaked at $60M in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2024.

Based on Agilis Partners's 13F filing for Q4 2024, filed 30 Jan 2025.