Alpha Cubed Investments’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$718K	Buy	9,460 +1,207	+15%	+$93.2K	0.02%	148
2025 Q3	$641K	Sell	8,253 -16	-0.2%	-$1.22K	0.02%	152
2025 Q2	$628K	Buy	+8,269	New	+$611K	0.02%	157
2023 Q2	–	Sell	-3,148	Closed	-$251K	–	286
2023 Q1	$251K	Buy	+3,148	New	+$248K	0.02%	219
2015 Q1	–	Sell	-5,019	Closed	-$464K	–	181
2014 Q4	$464K	Buy	+5,019	New	+$457K	0.18%	100

Other funds holding VCLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alpha Cubed Investments's VCLT Position: Q4 2025 in Review

Alpha Cubed Investments increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 15% in Q4 2025, buying an estimated $93.2K and bringing the position to 9,460 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #148.

Alpha Cubed Investments first reported a position in VCLT in Q4 2014 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold VCLT as of Q4 2025.

Alpha Cubed Investments held 9,460 shares of Vanguard Long-Term Corporate Bond ETF worth $718K as of Q4 2025.
Alpha Cubed Investments bought 1,207 Vanguard Long-Term Corporate Bond ETF shares in Q4 2025, an estimated $93.2K.
Vanguard Long-Term Corporate Bond ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #148 holding.
Alpha Cubed Investments first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2014 and has held it in 5 quarters since.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.