Envestnet Portfolio Solutions’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Envestnet Portfolio Solutions’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
2024 Q4	–	Sell	-7,685	Closed	-$624K	–	1800
2024 Q3	$624K	Buy	7,685 +5,017	+188%	+$397K	﹤0.01%	1080
2024 Q2	$202K	Sell	2,668 -5,485	-67%	-$416K	﹤0.01%	1586
2024 Q1	$638K	Buy	8,153 +743	+10%	+$57.9K	﹤0.01%	1011
2023 Q4	$594K	Sell	7,410 -6,138	-45%	-$452K	﹤0.01%	976
2023 Q3	$970K	Buy	+13,548	New	+$1.02M	﹤0.01%	755

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

VMPIC

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

Envestnet Portfolio Solutions's VCLT Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2024, closing a stake of 7,685 shares — an estimated $624K sold.

Envestnet Portfolio Solutions first reported a position in VCLT in Q3 2023 and held it in 5 quarters. The position peaked at $970K in Q3 2023. 351 funds tracked by Wall St. Rank hold VCLT as of Q4 2024.

Envestnet Portfolio Solutions reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 7,685 Vanguard Long-Term Corporate Bond ETF shares in Q4 2024, an estimated $624K.
Envestnet Portfolio Solutions first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
Envestnet Portfolio Solutions's Vanguard Long-Term Corporate Bond ETF position peaked at $970K in Q3 2023.
351 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.