IFG
VCLT icon

Independent Financial Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Independent Financial Group’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
Q3 		$398K Sell
5,814
-213
-4% -$15.3K 0.01% 1114
2026
Q2 		$454K Sell
6,027
-170
-3% -$12.7K 0.01% 1041
2026
Q1 		$463K Sell
6,197
-3,608
-37% -$274K 0.01% 962
2025
Q4 		$744K Sell
9,805
-982
-9% -$75.8K 0.02% 730
2025
Q3 		$838K Sell
10,787
-116
-1% -$8.82K 0.02% 657
2025
Q2 		$828K Sell
10,903
-530
-5% -$39.2K 0.02% 606
2025
Q1 		$868K Buy
11,433
+646
+6% +$48.8K 0.03% 518
2024
Q4 		$807K Sell
10,787
-89
-0.8% -$6.92K 0.03% 537
2024
Q3 		$883K Buy
10,876
+5,851
+116% +$463K 0.03% 479
2024
Q2 		$381K Hold
5,025
– – 0.02% 719
2024
Q1 		$393K Buy
+5,025
New +$392K 0.02% 672
2021
Q3 		– Sell
-1,891
Closed -$202K – 756
2021
Q2 		$202K Buy
+1,891
New +$196K 0.02% 669
2021
Q1 		– Sell
-2,070
Closed -$230K – 676
2020
Q4 		$230K Sell
2,070
-328
-14% -$35.7K 0.03% 490
2020
Q3 		$256K Buy
2,398
+360
+18% +$39.3K 0.05% 382
2020
Q2 		$217K Buy
+2,038
New +$209K 0.05% 395

Other funds holding VCLT

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Independent Financial Group's VCLT Position: Q3 2026 in Review

Independent Financial Group reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 3.5% in Q3 2026, selling an estimated $15.3K and leaving 5,814 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1114.

Independent Financial Group first reported a position in VCLT in Q2 2020 and has held it in 15 quarters since. The position peaked at $883K in Q3 2024. 34 funds tracked by Wall St. Rank hold VCLT as of Q3 2026.

  • Independent Financial Group held 5,814 shares of Vanguard Long-Term Corporate Bond ETF worth $398K as of Q3 2026.
  • Independent Financial Group sold 213 Vanguard Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $15.3K.
  • Vanguard Long-Term Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1114 holding.
  • Independent Financial Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • Independent Financial Group's Vanguard Long-Term Corporate Bond ETF position peaked at $883K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.