Cassaday & Co Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Cassaday & Co 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
2025 Q2	–	Sell	-3,401	Closed	-$258K	–	342
2025 Q1	$258K	Buy	+3,401	New	+$257K	0.01%	280
2024 Q4	–	Sell	-2,584	Closed	-$210K	–	339
2024 Q3	$210K	Buy	+2,584	New	+$204K	0.01%	297
2024 Q2	–	Sell	-2,584	Closed	-$202K	–	315
2024 Q1	$202K	Buy	+2,584	New	+$201K	0.01%	281

Other funds holding VCLT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $18.9B AUM 32.24% 1-Year Est. Return

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

Cassaday & Co Wealth Management's VCLT Position: Q2 2025 in Review

Cassaday & Co Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2025, closing a stake of 3,401 shares — an estimated $258K sold.

Cassaday & Co Wealth Management first reported a position in VCLT in Q1 2024 and held it in 3 quarters. The position peaked at $258K in Q1 2025. 325 funds tracked by Wall St. Rank hold VCLT as of Q2 2025.

Cassaday & Co Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Cassaday & Co Wealth Management sold 3,401 Vanguard Long-Term Corporate Bond ETF shares in Q2 2025, an estimated $258K.
Cassaday & Co Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
Cassaday & Co Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $258K in Q1 2025.
325 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2025.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.