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

GeoWealth 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
2026 Q2	$325K	Buy	4,316 +56	+1%	+$4.2K	0.01%	625
2026 Q1	$318K	Sell	4,260 -227	-5%	-$17.2K	0.01%	588
2025 Q4	$340K	Sell	4,487 -508	-10%	-$39.2K	0.01%	532
2025 Q3	$388K	Sell	4,995 -41	-0.8%	-$3.12K	0.01%	508
2025 Q2	$382K	Buy	5,036 +560	+13%	+$41.4K	0.01%	475
2025 Q1	$340K	Sell	4,476 -113	-2%	-$8.53K	0.01%	512
2024 Q4	$343K	Buy	4,589 +4,581	+57,263%	+$356K	0.01%	585
2024 Q3	$640	Buy	+8	New	+$633	﹤0.01%	1621
2024 Q1	–	Sell	-19,490	Closed	-$1.56M	–	909
2023 Q4	$1.56M	Sell	19,490 -23,246	-54%	-$1.71M	0.13%	155
2023 Q3	$3.06M	Sell	42,736 -2,164	-5%	-$163K	0.35%	74
2023 Q2	$3.52M	Buy	44,900 +1,847	+4%	+$144K	0.38%	54
2023 Q1	$3.43M	Sell	43,053 -21,798	-34%	-$1.72M	0.4%	48
2022 Q4	$4.91M	Sell	64,851 -4,686	-7%	-$352K	0.52%	42
2022 Q3	$5.09M	Sell	69,537 -13,305	-16%	-$1.08M	0.56%	38
2022 Q2	$6.72M	Buy	82,842 +37,430	+82%	+$3.16M	0.9%	24
2022 Q1	$4.25M	Buy	45,412 +41,711	+1,127%	+$4.06M	0.37%	66
2021 Q4	$392K	Sell	3,701 -142	-4%	-$15.1K	0.03%	229
2021 Q3	$406K	Buy	3,843 +40	+1%	+$4.33K	0.03%	239
2021 Q2	$407K	Sell	3,803 -38	-1%	-$3.93K	0.05%	168
2021 Q1	$389K	Buy	3,841 +136	+4%	+$14.2K	0.06%	146
2020 Q4	$413K	Buy	+3,705	New	+$403K	0.07%	153

Other funds holding VCLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GeoWealth Management's VCLT Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 1.3% in Q2 2026, buying an estimated $4.2K and bringing the position to 4,316 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #625.

GeoWealth Management first reported a position in VCLT in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.72M in Q2 2022. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

GeoWealth Management held 4,316 shares of Vanguard Long-Term Corporate Bond ETF worth $325K as of Q2 2026.
GeoWealth Management bought 56 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $4.2K.
Vanguard Long-Term Corporate Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #625 holding.
GeoWealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
GeoWealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $6.72M in Q2 2022.
361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.