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Arete Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Arete Wealth Advisors’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
2018
Q1 		– Sell
-2,478
Closed -$237K – 349
2017
Q4 		$237K Hold
2,478
– – 0.08% 271
2017
Q3 		$233K Buy
+2,478
New +$232K 0.09% 229

Other funds holding VCLT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Arete Wealth Advisors's VCLT Position: Q1 2018 in Review

Arete Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2018, closing a stake of 2,478 shares — an estimated $237K sold.

Arete Wealth Advisors first reported a position in VCLT in Q3 2017 and held it in 2 quarters. The position peaked at $237K in Q4 2017. 132 funds tracked by Wall St. Rank hold VCLT as of Q1 2018.

  • Arete Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,478 Vanguard Long-Term Corporate Bond ETF shares in Q1 2018, an estimated $237K.
  • Arete Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
  • Arete Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $237K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2018.

Based on Arete Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.