CCWM
VCLT icon

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

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return