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Heritage Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Heritage Wealth Advisors’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
Q2 		– Sell
-4
Closed -$304 – 590
2025
Q1 		$304 Buy
+4
New +$302 ﹤0.01% 555
2023
Q1 		– Sell
-10
Closed -$757 – 593
2022
Q4 		$757 Buy
+10
New +$752 ﹤0.01% 529

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Advisors's VCLT Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2025, closing a stake of 4 shares — an estimated $304 sold.

Heritage Wealth Advisors first reported a position in VCLT in Q4 2022 and held it in 2 quarters. The position peaked at $757 in Q4 2022. 325 funds tracked by Wall St. Rank hold VCLT as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 4 Vanguard Long-Term Corporate Bond ETF shares in Q2 2025, an estimated $304.
  • Heritage Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Heritage Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $757 in Q4 2022.
  • 325 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.