Concurrent Investment Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Concurrent Investment Advisors’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
2026 Q2	$6.84M	Buy	90,868 +7,011	+8%	+$526K	0.06%	354
2026 Q1	$6.27M	Sell	83,857 -4,296	-5%	-$326K	0.07%	307
2025 Q4	$6.69M	Buy	+88,153	New	+$6.8M	0.08%	271
2024 Q1	–	Sell	-4,116	Closed	-$330K	–	1003
2023 Q4	$330K	Buy	+4,116	New	+$303K	0.02%	622

Other funds holding VCLT

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Concurrent Investment Advisors's VCLT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 8.4% in Q2 2026, buying an estimated $526K and bringing the position to 90,868 shares worth $6.84M. The position accounts for 0.06% of the portfolio, ranked #354.

Concurrent Investment Advisors first reported a position in VCLT in Q4 2023 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

Concurrent Investment Advisors held 90,868 shares of Vanguard Long-Term Corporate Bond ETF worth $6.84M as of Q2 2026.
Concurrent Investment Advisors bought 7,011 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $526K.
Vanguard Long-Term Corporate Bond ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #354 holding.
Concurrent Investment Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
136 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.