FM
VCLT icon

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

Family 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
2023
Q4 		– Sell
-6,009
Closed -$430K – 184
2023
Q3 		$430K Buy
+6,009
New +$453K 0.1% 80
2019
Q3 		– Sell
-439
Closed -$43K – 196
2019
Q2 		$43K Buy
+439
New +$40.5K 0.02% 160

Other funds holding VCLT

JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Family Management's VCLT Position: Q4 2023 in Review

Family Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2023, closing a stake of 6,009 shares — an estimated $430K sold.

Family Management first reported a position in VCLT in Q2 2019 and held it in 2 quarters. The position peaked at $430K in Q3 2023. 281 funds tracked by Wall St. Rank hold VCLT as of Q4 2023.

  • Family Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Family Management sold 6,009 Vanguard Long-Term Corporate Bond ETF shares in Q4 2023, an estimated $430K.
  • Family Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2019 and held it in 2 quarters.
  • Family Management's Vanguard Long-Term Corporate Bond ETF position peaked at $430K in Q3 2023.
  • 281 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2023.

Based on Family Management's 13F filing for Q4 2023, filed 14 Feb 2024.