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

IBEX 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 Q1	–	Sell	-8,390	Closed	-$627K	–	207
2024 Q4	$627K	Buy	+8,390	New	+$652K	0.07%	139
2021 Q4	–	Sell	-40	Closed	-$4K	–	414
2021 Q3	$4K	Buy	+40	New	+$4.33K	﹤0.01%	413
2019 Q3	–	Sell	-36	Closed	-$3K	–	379
2019 Q2	$3K	Buy	+36	New	+$3.32K	﹤0.01%	395
2017 Q1	–	Sell	-213	Closed	-$19K	–	372
2016 Q4	$19K	Buy	+213	New	+$19.3K	0.01%	229

Other funds holding VCLT

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

IBEX Wealth Advisors's VCLT Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 8,390 shares — an estimated $627K sold.

IBEX Wealth Advisors first reported a position in VCLT in Q4 2016 and held it in 4 quarters. The position peaked at $627K in Q4 2024. 340 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

IBEX Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 8,390 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $627K.
IBEX Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $627K in Q4 2024.
340 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.