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Fermata Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Fermata Advisors’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
Q2 		– Sell
-7,581
Closed -$593K – 247
2024
Q1 		$593K Sell
7,581
-52,550
-87% -$4.1M 0.13% 102
2023
Q4 		$4.82M Buy
60,131
+2,386
+4% +$176K 1.15% 26
2023
Q3 		$4.14M Buy
+57,745
New +$4.35M 1.17% 26
2023
Q2 		– Sell
-6,183
Closed -$493K – 113
2023
Q1 		$493K Buy
+6,183
New +$488K 0.3% 61

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fermata Advisors's VCLT Position: Q2 2024 in Review

Fermata Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2024, closing a stake of 7,581 shares — an estimated $593K sold.

Fermata Advisors first reported a position in VCLT in Q1 2023 and held it in 4 quarters. The position peaked at $4.82M in Q4 2023. 308 funds tracked by Wall St. Rank hold VCLT as of Q2 2024.

  • Fermata Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Fermata Advisors sold 7,581 Vanguard Long-Term Corporate Bond ETF shares in Q2 2024, an estimated $593K.
  • Fermata Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Fermata Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $4.82M in Q4 2023.
  • 308 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2024.

Based on Fermata Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.