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

Gray Wealth 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
2024 Q4	$730K	Buy	9,756 +3,549	+57%	+$276K	0.28%	55
2024 Q3	$504K	Buy	6,207 +471	+8%	+$37.3K	0.2%	70
2024 Q2	$435K	Sell	5,736 -252	-4%	-$19.1K	0.19%	72
2024 Q1	$468K	Buy	5,988 +1,095	+22%	+$85.4K	0.21%	68
2023 Q4	$392K	Sell	4,893 -3,832	-44%	-$282K	0.19%	75
2023 Q3	$625K	Sell	8,725 -2,028	-19%	-$153K	0.32%	59
2023 Q2	$844K	Sell	10,753 -274	-2%	-$21.4K	0.42%	48
2023 Q1	$879K	Buy	+11,027	New	+$870K	0.48%	44

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AIMU

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Gray Wealth Management's VCLT Position: Q4 2024 in Review

Gray Wealth Management increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 57% in Q4 2024, buying an estimated $276K and bringing the position to 9,756 shares worth $730K. The position accounts for 0.28% of the portfolio, ranked #55.

Gray Wealth Management first reported a position in VCLT in Q1 2023 and has held it in 8 quarters since. The position peaked at $879K in Q1 2023. 351 funds tracked by Wall St. Rank hold VCLT as of Q4 2024.

Gray Wealth Management held 9,756 shares of Vanguard Long-Term Corporate Bond ETF worth $730K as of Q4 2024.
Gray Wealth Management bought 3,549 Vanguard Long-Term Corporate Bond ETF shares in Q4 2024, an estimated $276K.
Vanguard Long-Term Corporate Bond ETF made up 0.28% of Gray Wealth Management's portfolio in Q4 2024, its #55 holding.
Gray Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2023 and has held it in 8 quarters since.
Gray Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $879K in Q1 2023.
351 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.