Dakota Wealth Management
VCLT icon

Dakota Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Dakota 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
Q1 		– Sell
-4,271
Closed -$319K – 802
2024
Q4 		$319K Sell
4,271
-53,303
-93% -$4.14M 0.01% 592
2024
Q3 		$4.68M Sell
57,574
-15,355
-21% -$1.21M 0.11% 167
2024
Q2 		$5.53M Sell
72,929
-9,646
-12% -$732K 0.13% 145
2024
Q1 		$6.46M Buy
+82,575
New +$6.44M 0.16% 131

Other funds holding VCLT

Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Dakota Wealth Management's VCLT Position: Q1 2025 in Review

Dakota Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 4,271 shares — an estimated $319K sold.

Dakota Wealth Management first reported a position in VCLT in Q1 2024 and held it in 4 quarters. The position peaked at $6.46M in Q1 2024. 340 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

  • Dakota Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 4,271 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $319K.
  • Dakota Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
  • Dakota Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $6.46M in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.