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

Echo 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	-36,385	Closed	-$2.72M	–	51
2024 Q4	$2.72M	Sell	36,385 -490	-1%	-$38.1K	1.88%	15
2024 Q3	$2.93M	Buy	36,875 +2,555	+7%	+$202K	2.05%	14
2024 Q2	$2.6M	Buy	34,320 +2,917	+9%	+$221K	1.96%	15
2024 Q1	$2.46M	Buy	31,403 +5,406	+21%	+$422K	2.04%	14
2023 Q4	$2.06M	Buy	+25,997	New	+$1.91M	1.92%	16

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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 Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Echo Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 36,385 shares — an estimated $2.72M sold.

Echo Wealth Management first reported a position in VCLT in Q4 2023 and held it in 5 quarters. The position peaked at $2.93M in Q3 2024. 339 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

Echo Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Echo Wealth Management sold 36,385 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $2.72M.
Echo Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Echo Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $2.93M in Q3 2024.
339 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on Echo Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.