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Coquina Private Wealth LLC’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Coquina Private Wealth LLC’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 		$236K Hold
3,135
– – 0.16% 88
2026
Q1 		$234K Hold
3,135
– – 0.19% 77
2025
Q4 		$238K Buy
+3,135
New +$242K 0.19% 80

Other funds holding VCLT

IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $280M AUM 9.01% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
GL
Globe Life Mckinney, Texas $422M AUM 18.02% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coquina Private Wealth LLC's VCLT Position: Q2 2026 in Review

Coquina Private Wealth LLC held its Vanguard Long-Term Corporate Bond ETF (VCLT) position steady in Q2 2026 at 3,135 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #88.

Coquina Private Wealth LLC first reported a position in VCLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $238K in Q4 2025. 209 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

  • Coquina Private Wealth LLC held 3,135 shares of Vanguard Long-Term Corporate Bond ETF worth $236K as of Q2 2026.
  • Coquina Private Wealth LLC left its Vanguard Long-Term Corporate Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Corporate Bond ETF made up 0.16% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #88 holding.
  • Coquina Private Wealth LLC first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Vanguard Long-Term Corporate Bond ETF position peaked at $238K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.