Avaii Wealth Management
VCLT icon

Avaii Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Avaii Wealth Management’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
2026
Q3 		$425K Buy
6,231
+368
+6% +$26.5K 0.12% 104
2026
Q2 		$441K Buy
5,863
+34
+0.6% +$2.55K 0.13% 102
2026
Q1 		$436K Sell
5,829
-344
-6% -$26.1K 0.15% 84
2025
Q4 		$468K Sell
6,173
-58
-0.9% -$4.48K 0.17% 80
2025
Q3 		$484K Buy
6,231
+7
+0.1% +$532 0.18% 76
2025
Q2 		$472K Buy
6,224
+138
+2% +$10.2K 0.21% 60
2025
Q1 		$462K Buy
6,086
+769
+14% +$58K 0.25% 59
2024
Q4 		$398K Buy
5,317
+764
+17% +$59.4K 0.2% 69
2024
Q3 		$370K Sell
4,553
-310
-6% -$24.5K 0.19% 77
2024
Q2 		$369K Sell
4,863
-2,034
-29% -$154K 0.2% 87
2024
Q1 		$540K Sell
6,897
-7,002
-50% -$546K 0.32% 58
2023
Q4 		$1.11M Sell
13,899
-325
-2% -$23.9K 0.73% 23
2023
Q3 		$1.02M Sell
14,224
-4,250
-23% -$320K 0.77% 26
2023
Q2 		$1.45M Buy
18,474
+1,862
+11% +$145K 1.11% 16
2023
Q1 		$1.32M Buy
16,612
+2,999
+22% +$237K 1.15% 18
2022
Q4 		$1.03M Buy
13,613
+5,831
+75% +$438K 0.92% 22
2022
Q3 		$570K Buy
7,782
+647
+9% +$52.5K 0.59% 38
2022
Q2 		$579K Buy
7,135
+1,472
+26% +$124K 0.62% 28
2022
Q1 		$530K Buy
+5,663
New +$551K 0.49% 34

Other funds holding VCLT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
British Columbia Investment Management
British Columbia Investment Management Victoria, British Columbia, Canada $16.4B AUM 28.57% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Avaii Wealth Management's VCLT Position: Q3 2026 in Review

Avaii Wealth Management increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 6.3% in Q3 2026, buying an estimated $26.5K and bringing the position to 6,231 shares worth $425K. The position accounts for 0.12% of the portfolio, ranked #104.

Avaii Wealth Management first reported a position in VCLT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.45M in Q2 2023. 317 funds tracked by Wall St. Rank hold VCLT as of Q3 2026.

  • Avaii Wealth Management held 6,231 shares of Vanguard Long-Term Corporate Bond ETF worth $425K as of Q3 2026.
  • Avaii Wealth Management bought 368 Vanguard Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $26.5K.
  • Vanguard Long-Term Corporate Bond ETF made up 0.12% of Avaii Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Avaii Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Avaii Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $1.45M in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.