Beaumont Financial Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Beaumont Financial 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
2025 Q4	–	Sell	-3,427	Closed	-$266K	–	412
2025 Q3	$266K	Sell	3,427 -53	-2%	-$4.03K	0.02%	339
2025 Q2	$264K	Sell	3,480 -441	-11%	-$32.6K	0.02%	318
2025 Q1	$298K	Sell	3,921 -1,564	-29%	-$118K	0.02%	290
2024 Q4	$410K	Sell	5,485 -267	-5%	-$20.8K	0.03%	248
2024 Q3	$467K	Buy	5,752 +1,316	+30%	+$104K	0.04%	217
2024 Q2	$337K	Sell	4,436 -1,978	-31%	-$150K	0.03%	256
2024 Q1	$502K	Buy	6,414 +1,350	+27%	+$105K	0.04%	200
2023 Q4	$406K	Sell	5,064 -3	-0.1%	-$221	0.04%	221
2023 Q3	$363K	Buy	+5,067	New	+$382K	0.04%	220

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

Beaumont Financial Advisors's VCLT Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2025, closing a stake of 3,427 shares — an estimated $266K sold.

Beaumont Financial Advisors first reported a position in VCLT in Q3 2023 and held it in 9 quarters. The position peaked at $502K in Q1 2024. 362 funds tracked by Wall St. Rank hold VCLT as of Q4 2025.

Beaumont Financial Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 3,427 Vanguard Long-Term Corporate Bond ETF shares in Q4 2025, an estimated $266K.
Beaumont Financial Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2023 and held it in 9 quarters.
Beaumont Financial Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $502K in Q1 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.