Francis Financial’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Francis Financial’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 Q4	–	Sell	-5,557	Closed	-$431K	–	136
2025 Q3	$431K	Buy	+5,557	New	+$423K	0.08%	78
2025 Q2	–	Sell	-7,328	Closed	-$556K	–	100
2025 Q1	$556K	Sell	7,328 -248,799	-97%	-$18.8M	0.13%	46
2024 Q4	$19.2M	Buy	256,127 +29,827	+13%	+$2.32M	4.85%	6
2024 Q3	$18.4M	Buy	226,300 +53,434	+31%	+$4.23M	4.85%	6
2024 Q2	$13.1M	Buy	172,866 +33,759	+24%	+$2.56M	3.97%	8
2024 Q1	$10.9M	Buy	139,107 +113,007	+433%	+$8.81M	3.51%	10
2023 Q4	$2.09M	Buy	+26,100	New	+$1.92M	0.9%	18

Other funds holding VCLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

MYLI

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

CTB

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

VMPIC

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

NMIMC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Francis Financial's VCLT Position: Q4 2025 in Review

Francis Financial sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2025, closing a stake of 5,557 shares — an estimated $431K sold.

Francis Financial first reported a position in VCLT in Q4 2023 and held it in 7 quarters. The position peaked at $19.2M in Q4 2024. 362 funds tracked by Wall St. Rank hold VCLT as of Q4 2025.

Francis Financial reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Francis Financial sold 5,557 Vanguard Long-Term Corporate Bond ETF shares in Q4 2025, an estimated $431K.
Francis Financial first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
Francis Financial's Vanguard Long-Term Corporate Bond ETF position peaked at $19.2M in Q4 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2025.

Based on Francis Financial's 13F filing for Q4 2025, filed 11 Feb 2026.