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

Freedom 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
2018
Q1 		– Sell
-11,896
Closed -$1.14M – 1209
2017
Q4 		$1.14M Buy
+11,896
New +$1.13M 0.06% 312
2016
Q2 		– Sell
-2,342
Closed -$210K – 902
2016
Q1 		$210K Buy
+2,342
New +$199K 0.02% 725

Other funds holding VCLT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Freedom Investment Management's VCLT Position: Q1 2018 in Review

Freedom Investment Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2018, closing a stake of 11,896 shares — an estimated $1.14M sold.

Freedom Investment Management first reported a position in VCLT in Q1 2016 and held it in 2 quarters. The position peaked at $1.14M in Q4 2017. 132 funds tracked by Wall St. Rank hold VCLT as of Q1 2018.

  • Freedom Investment Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 11,896 Vanguard Long-Term Corporate Bond ETF shares in Q1 2018, an estimated $1.14M.
  • Freedom Investment Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Freedom Investment Management's Vanguard Long-Term Corporate Bond ETF position peaked at $1.14M in Q4 2017.
  • 132 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.