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Homrich & Berg’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Homrich & Berg’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
2015
Q2 		– Sell
-2,386
Closed -$225K – 266
2015
Q1 		$225K Buy
+2,386
New +$225K 0.02% 226

Other funds holding VCLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Homrich & Berg's VCLT Position: Q2 2015 in Review

Homrich & Berg sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2015, closing a stake of 2,386 shares — an estimated $225K sold.

Homrich & Berg first reported a position in VCLT in Q1 2015 and held it in 1 quarter. The position peaked at $225K in Q1 2015. 73 funds tracked by Wall St. Rank hold VCLT as of Q2 2015.

  • Homrich & Berg reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Homrich & Berg sold 2,386 Vanguard Long-Term Corporate Bond ETF shares in Q2 2015, an estimated $225K.
  • Homrich & Berg first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Homrich & Berg's Vanguard Long-Term Corporate Bond ETF position peaked at $225K in Q1 2015.
  • 73 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2015.

Based on Homrich & Berg's 13F filing for Q2 2015, filed 29 Jul 2015.