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Financial Advocates Investment Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Financial Advocates Investment 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
-2,731
Closed -$204K – 796
2024
Q4 		$204K Sell
2,731
-228
-8% -$17.7K 0.01% 697
2024
Q3 		$244K Buy
+2,959
New +$234K 0.01% 661
2022
Q3 		– Sell
-3,642
Closed -$295K – 836
2022
Q2 		$295K Sell
3,642
-2,025
-36% -$171K 0.02% 515
2022
Q1 		$531K Buy
5,667
+84
+2% +$8.17K 0.04% 423
2021
Q4 		$591K Sell
5,583
-700
-11% -$74.5K 0.04% 444
2021
Q3 		$663K Sell
6,283
-300
-5% -$32.4K 0.04% 407
2021
Q2 		$704K Sell
6,583
-50
-0.8% -$5.17K 0.05% 393
2021
Q1 		$671K Buy
6,633
+2,614
+65% +$274K 0.05% 413
2020
Q4 		$445K Buy
4,019
+1,670
+71% +$182K 0.03% 475
2020
Q3 		$251K Sell
2,349
-982
-29% -$107K 0.02% 521
2020
Q2 		$354K Buy
3,331
+215
+7% +$22K 0.03% 424
2020
Q1 		$303K Sell
3,116
-1,470
-32% -$149K 0.04% 353
2019
Q4 		$464K Buy
4,586
+12
+0.3% +$1.21K 0.05% 327
2019
Q3 		$463K Sell
4,574
-891
-16% -$88.6K 0.05% 303
2019
Q2 		$530K Buy
5,465
+659
+14% +$60.8K 0.06% 283
2019
Q1 		$440K Buy
4,806
+788
+20% +$69.2K 0.05% 298
2018
Q4 		$342K Sell
4,018
-3,052
-43% -$259K 0.05% 312
2018
Q3 		$622K Buy
7,070
+996
+16% +$88.1K 0.07% 250
2018
Q2 		$531K Buy
6,074
+1
+0% +$89 0.06% 262
2018
Q1 		$554K Hold
6,073
– – 0.07% 240
2017
Q4 		$581K Buy
+6,073
New +$575K 0.08% 235

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Financial Advocates Investment Management's VCLT Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 2,731 shares — an estimated $204K sold.

Financial Advocates Investment Management first reported a position in VCLT in Q4 2017 and held it in 21 quarters. The position peaked at $704K in Q2 2021. 339 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,731 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $204K.
  • Financial Advocates Investment Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2017 and held it in 21 quarters.
  • Financial Advocates Investment Management's Vanguard Long-Term Corporate Bond ETF position peaked at $704K in Q2 2021.
  • 339 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.