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Concourse Financial Group Securities’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-9,484
Closed -$711K – 1975
2024
Q4 		$711K Sell
9,484
-4,383
-32% -$341K 0.04% 400
2024
Q3 		$1.13M Buy
13,867
+3,599
+35% +$285K 0.07% 287
2024
Q2 		$779K Buy
10,268
+478
+5% +$36.3K 0.05% 347
2024
Q1 		$766K Buy
9,790
+2,424
+33% +$189K 0.05% 354
2023
Q4 		$590K Sell
7,366
-2,402
-25% -$177K 0.04% 400
2023
Q3 		$700K Sell
9,768
-2,456
-20% -$185K 0.05% 347
2023
Q2 		$959K Buy
12,224
+4,926
+67% +$385K 0.07% 279
2023
Q1 		$582K Buy
7,298
+6,588
+928% +$520K 0.05% 403
2022
Q4 		$53.8K Buy
710
+188
+36% +$14.1K ﹤0.01% 1044
2022
Q3 		$38K Hold
522
– – ﹤0.01% 1062
2022
Q2 		$42K Buy
522
+65
+14% +$5.48K ﹤0.01% 1164
2022
Q1 		$43K Sell
457
-36
-7% -$3.5K ﹤0.01% 1198
2021
Q4 		$52K Buy
493
+14
+3% +$1.49K ﹤0.01% 1272
2021
Q3 		$51K Buy
479
+46
+11% +$4.97K ﹤0.01% 1306
2021
Q2 		$46K Sell
433
-303
-41% -$31.3K ﹤0.01% 1351
2021
Q1 		$75K Buy
736
+83
+13% +$8.69K 0.01% 1071
2020
Q4 		$73K Buy
653
+63
+11% +$6.85K 0.01% 1017
2020
Q3 		$63K Hold
590
– – 0.01% 968
2020
Q2 		$63K Buy
590
+130
+28% +$13.3K 0.01% 897
2020
Q1 		$45K Sell
460
-14
-3% -$1.42K 0.01% 949
2019
Q4 		$48K Buy
474
+225
+90% +$22.7K ﹤0.01% 960
2019
Q3 		$25K Sell
249
-200
-45% -$19.9K 0.01% 889
2019
Q2 		$43K Buy
449
+249
+125% +$23K ﹤0.01% 924
2019
Q1 		$18K Buy
+200
New +$17.6K ﹤0.01% 1309

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $17B AUM 24.09% 1-Year Est. Return

Concourse Financial Group Securities's VCLT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 9,484 shares — an estimated $711K sold.

Concourse Financial Group Securities first reported a position in VCLT in Q1 2019 and held it in 24 quarters. The position peaked at $1.13M in Q3 2024. 339 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,484 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $711K.
  • Concourse Financial Group Securities first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2019 and held it in 24 quarters.
  • Concourse Financial Group Securities's Vanguard Long-Term Corporate Bond ETF position peaked at $1.13M in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.