Great Valley Advisor Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Great Valley Advisor Group’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	$267K	Sell	3,553 -423	-11%	-$31.7K	﹤0.01%	885
2026 Q1	$297K	Sell	3,976 -624	-14%	-$47.4K	0.01%	830
2025 Q4	$349K	Sell	4,600 -1,144	-20%	-$88.3K	0.01%	740
2025 Q3	$446K	Sell	5,744 -62	-1%	-$4.71K	0.01%	655
2025 Q2	$440K	Sell	5,806 -16,073	-73%	-$1.19M	0.01%	639
2025 Q1	$1.66M	Buy	21,879 +18,159	+488%	+$1.37M	0.04%	345
2024 Q4	$278K	Buy	+3,720	New	+$289K	0.01%	709

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

Great Valley Advisor Group's VCLT Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 11% in Q2 2026, selling an estimated $31.7K and leaving 3,553 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Great Valley Advisor Group first reported a position in VCLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2025. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

Great Valley Advisor Group held 3,553 shares of Vanguard Long-Term Corporate Bond ETF worth $267K as of Q2 2026.
Great Valley Advisor Group sold 423 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $31.7K.
Vanguard Long-Term Corporate Bond ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #885 holding.
Great Valley Advisor Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Great Valley Advisor Group's Vanguard Long-Term Corporate Bond ETF position peaked at $1.66M in Q1 2025.
361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.