Burney Company’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Burney Company’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
2020 Q1	–	Sell	-10,560	Closed	-$1.07M	–	476
2019 Q4	$1.07M	Buy	10,560 +5,555	+111%	+$560K	0.06%	264
2019 Q3	$506K	Buy	5,005 +810	+19%	+$80.5K	0.03%	316
2019 Q2	$406K	Buy	4,195 +680	+19%	+$62.8K	0.02%	347
2019 Q1	$322K	Sell	3,515 -80	-2%	-$7.03K	0.02%	373
2018 Q4	$306K	Sell	3,595 -1,230	-25%	-$104K	0.02%	360
2018 Q3	$425K	Buy	+4,825	New	+$427K	0.03%	345

Other funds holding VCLT

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIMU

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Burney Company's VCLT Position: Q1 2020 in Review

Burney Company sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2020, closing a stake of 10,560 shares — an estimated $1.07M sold.

Burney Company first reported a position in VCLT in Q3 2018 and held it in 6 quarters. The position peaked at $1.07M in Q4 2019. 166 funds tracked by Wall St. Rank hold VCLT as of Q1 2020.

Burney Company reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Burney Company sold 10,560 Vanguard Long-Term Corporate Bond ETF shares in Q1 2020, an estimated $1.07M.
Burney Company first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2018 and held it in 6 quarters.
Burney Company's Vanguard Long-Term Corporate Bond ETF position peaked at $1.07M in Q4 2019.
166 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2020.

Based on Burney Company's 13F filing for Q1 2020, filed 13 May 2020.