EFG Asset Management (Americas)’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

EFG Asset Management (Americas)’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
2020 Q4	–	Sell	-3,120	Closed	-$333K	–	144
2020 Q3	$333K	Sell	3,120 -1,400	-31%	-$153K	0.07%	119
2020 Q2	$480K	Hold	4,520	–	–	0.12%	104
2020 Q1	$439K	Sell	4,520 -13,240	-75%	-$1.34M	0.14%	104
2019 Q4	$1.8M	Sell	17,760 -5,350	-23%	-$539K	0.47%	69
2019 Q3	$2.34M	Buy	23,110 +650	+3%	+$64.6K	0.7%	59
2019 Q2	$2.18M	Buy	22,460 +400	+2%	+$36.9K	0.62%	67
2019 Q1	$2.02M	Buy	22,060 +1,300	+6%	+$114K	0.61%	62
2018 Q4	$1.77M	Buy	20,760 +400	+2%	+$34K	0.64%	62
2018 Q3	$1.79M	Buy	20,360 +820	+4%	+$72.5K	0.51%	68
2018 Q2	$1.71M	Buy	19,540 +6,689	+52%	+$593K	0.52%	61
2018 Q1	$1.17M	Buy	12,851 +4,421	+52%	+$407K	0.49%	51
2017 Q4	$807K	Buy	+8,430	New	+$797K	0.29%	72

Other funds holding VCLT

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

EFG Asset Management (Americas)'s VCLT Position: Q4 2020 in Review

EFG Asset Management (Americas) sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2020, closing a stake of 3,120 shares — an estimated $333K sold.

EFG Asset Management (Americas) first reported a position in VCLT in Q4 2017 and held it in 12 quarters. The position peaked at $2.34M in Q3 2019. 208 funds tracked by Wall St. Rank hold VCLT as of Q4 2020.

EFG Asset Management (Americas) reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
EFG Asset Management (Americas) sold 3,120 Vanguard Long-Term Corporate Bond ETF shares in Q4 2020, an estimated $333K.
EFG Asset Management (Americas) first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2017 and held it in 12 quarters.
EFG Asset Management (Americas)'s Vanguard Long-Term Corporate Bond ETF position peaked at $2.34M in Q3 2019.
208 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2020, filed 5 Feb 2021.