Avantax Advisory Services’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Avantax Advisory Services’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 Q2	$1.36M	Buy	17,958 +458	+3%	+$33.8K	0.01%	988
2025 Q1	$1.33M	Buy	17,500 +806	+5%	+$60.8K	0.01%	947
2024 Q4	$1.25M	Buy	16,694 +2,950	+21%	+$229K	0.01%	942
2024 Q3	$1.12M	Buy	13,744 +4,052	+42%	+$321K	0.01%	961
2024 Q2	$735K	Buy	9,692 +4,974	+105%	+$377K	0.01%	1141
2024 Q1	$369K	Buy	4,718 +1,715	+57%	+$134K	﹤0.01%	1185
2023 Q4	$241K	Buy	+3,003	New	+$221K	﹤0.01%	1357
2023 Q3	–	Sell	-4,112	Closed	-$323K	–	1626
2023 Q2	$323K	Sell	4,112 -1,301	-24%	-$102K	﹤0.01%	1144
2023 Q1	$432K	Buy	+5,413	New	+$427K	0.01%	973
2022 Q4	–	Sell	-3,063	Closed	-$224K	–	1465
2022 Q3	$224K	Buy	3,063 +188	+7%	+$15.2K	﹤0.01%	1157
2022 Q2	$233K	Buy	2,875 +100	+4%	+$8.43K	﹤0.01%	1133
2022 Q1	$261K	Buy	+2,775	New	+$270K	﹤0.01%	1075
2020 Q4	–	Sell	-5,650	Closed	-$604K	–	1342
2020 Q3	$604K	Buy	+5,650	New	+$617K	0.01%	731
2019 Q4	–	Sell	-3,526	Closed	-$357K	–	848
2019 Q3	$357K	Sell	3,526 -702	-17%	-$69.8K	0.01%	389
2019 Q2	$410K	Hold	4,228	–	–	0.02%	328
2019 Q1	$387K	Hold	4,228	–	–	0.02%	307
2018 Q4	$360K	Buy	+4,228	New	+$359K	0.06%	271

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's VCLT Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 2.6% in Q2 2025, buying an estimated $33.8K and bringing the position to 17,958 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #988.

Avantax Advisory Services first reported a position in VCLT in Q4 2018 and has held it in 17 quarters since. 325 funds tracked by Wall St. Rank hold VCLT as of Q2 2025.

Avantax Advisory Services held 17,958 shares of Vanguard Long-Term Corporate Bond ETF worth $1.36M as of Q2 2025.
Avantax Advisory Services bought 458 Vanguard Long-Term Corporate Bond ETF shares in Q2 2025, an estimated $33.8K.
Vanguard Long-Term Corporate Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #988 holding.
Avantax Advisory Services first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2018 and has held it in 17 quarters since.
325 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.