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FormulaFolio Investments’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

FormulaFolio Investments’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
2017
Q1 		– Sell
-3,681
Closed -$329K – 236
2016
Q4 		$329K Buy
+3,681
New +$334K 0.04% 132

Other funds holding VCLT

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FormulaFolio Investments's VCLT Position: Q1 2017 in Review

FormulaFolio Investments sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2017, closing a stake of 3,681 shares — an estimated $329K sold.

FormulaFolio Investments first reported a position in VCLT in Q4 2016 and held it in 1 quarter. The position peaked at $329K in Q4 2016. 106 funds tracked by Wall St. Rank hold VCLT as of Q1 2017.

  • FormulaFolio Investments reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 3,681 Vanguard Long-Term Corporate Bond ETF shares in Q1 2017, an estimated $329K.
  • FormulaFolio Investments first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • FormulaFolio Investments's Vanguard Long-Term Corporate Bond ETF position peaked at $329K in Q4 2016.
  • 106 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2017.

Based on FormulaFolio Investments's 13F filing for Q1 2017, filed 5 May 2017.