AWE
VCLT icon

Avidian Wealth Enterprises’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-6,920
Closed -$537K – 603
2025
Q3 		$537K Buy
6,920
+99
+1% +$7.53K 0.02% 353
2025
Q2 		$518K Sell
6,821
-242
-3% -$17.9K 0.02% 327
2025
Q1 		$536K Sell
7,063
-276
-4% -$20.8K 0.02% 297
2024
Q4 		$549K Buy
7,339
+124
+2% +$9.64K 0.02% 282
2024
Q3 		$586K Sell
7,215
-517
-7% -$40.9K 0.03% 274
2024
Q2 		$587K Buy
7,732
+96
+1% +$7.28K 0.03% 259
2024
Q1 		$597K Sell
7,636
-4
-0.1% -$312 0.03% 238
2023
Q4 		$612K Sell
7,640
-5,453
-42% -$401K 0.04% 228
2023
Q3 		$938K Sell
13,093
-371
-3% -$28K 0.07% 170
2023
Q2 		$1.06M Buy
13,464
+6,279
+87% +$490K 0.07% 172
2023
Q1 		$573K Buy
+7,185
New +$567K 0.03% 271
2022
Q2 		– Sell
-19,678
Closed -$1.84M – 505
2022
Q1 		$1.84M Buy
+19,678
New +$1.91M 0.11% 126

Other funds holding VCLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.26B AUM 19.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return