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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
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
Morgan Stanley New York $1.66T AUM 25.57% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.26B AUM 19.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return