Heritage Wealth Management (Ohio)’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Heritage Wealth Management (Ohio)’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	$804K	Sell	10,688 -968	-8%	-$72.6K	0.2%	118
2026 Q1	$871K	Sell	11,656 -898	-7%	-$68.2K	0.43%	62
2025 Q4	$952K	Buy	12,554 +2,950	+31%	+$228K	0.26%	94
2025 Q3	$746K	Buy	9,604 +4,759	+98%	+$362K	0.22%	108
2025 Q2	$368K	Sell	4,845 -1,517	-24%	-$112K	0.12%	169
2025 Q1	$483K	Sell	6,362 -350	-5%	-$26.4K	0.16%	135
2024 Q4	$502K	Buy	6,712 +945	+16%	+$73.5K	0.17%	135
2024 Q3	$468K	Buy	5,767 +990	+21%	+$78.3K	0.15%	143
2024 Q2	$367K	Buy	+4,777	New	+$362K	0.12%	164

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

Heritage Wealth Management (Ohio)'s VCLT Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 8.3% in Q2 2026, selling an estimated $72.6K and leaving 10,688 shares worth $804K. The position accounts for 0.2% of the portfolio, ranked #118.

Heritage Wealth Management (Ohio) first reported a position in VCLT in Q2 2024 and has held it in 9 quarters since. The position peaked at $952K in Q4 2025. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

Heritage Wealth Management (Ohio) held 10,688 shares of Vanguard Long-Term Corporate Bond ETF worth $804K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 968 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $72.6K.
Vanguard Long-Term Corporate Bond ETF made up 0.2% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #118 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Vanguard Long-Term Corporate Bond ETF position peaked at $952K in Q4 2025.
361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.