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

Foundations Investment 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
2025 Q3	–	Sell	-2,846	Closed	-$216K	–	1097
2025 Q2	$216K	Sell	2,846 -762	-21%	-$56.3K	﹤0.01%	862
2025 Q1	$274K	Buy	3,608 +2	+0.1%	+$151	0.01%	738
2024 Q4	$270K	Buy	+3,606	New	+$280K	0.01%	684
2024 Q3	–	Sell	-2,749	Closed	-$209K	–	867
2024 Q2	$209K	Buy	+2,749	New	+$209K	0.01%	714
2023 Q4	–	Sell	-3,040	Closed	-$218K	–	730
2023 Q3	$218K	Sell	3,040 -1,164	-28%	-$87.7K	0.01%	592
2023 Q2	$330K	Buy	4,204 +768	+22%	+$60K	0.01%	452
2023 Q1	$274K	Sell	3,436 -423	-11%	-$33.4K	0.01%	414
2022 Q4	$292K	Buy	+3,859	New	+$290K	0.01%	348
2019 Q1	–	Sell	-5,202	Closed	-$459K	–	123
2018 Q4	$459K	Buy	+5,202	New	+$442K	0.1%	65

Other funds holding VCLT

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

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return