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Cedar Brook Financial Partners’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-6,006
Closed -$470K – 383
2024
Q1 		$470K Buy
6,006
+29
+0.5% +$2.26K 0.09% 213
2023
Q4 		$476K Buy
+5,977
New +$440K 0.11% 201

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cedar Brook Financial Partners's VCLT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2024, closing a stake of 6,006 shares — an estimated $470K sold.

Cedar Brook Financial Partners first reported a position in VCLT in Q4 2023 and held it in 2 quarters. The position peaked at $476K in Q4 2023. 308 funds tracked by Wall St. Rank hold VCLT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,006 Vanguard Long-Term Corporate Bond ETF shares in Q2 2024, an estimated $470K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Vanguard Long-Term Corporate Bond ETF position peaked at $476K in Q4 2023.
  • 308 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.