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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's VCLT Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 2.7% in Q2 2026, selling an estimated $12.7K and leaving 6,027 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #1041.

Independent Financial Group first reported a position in VCLT in Q2 2020 and has held it in 14 quarters since. The position peaked at $883K in Q3 2024. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

  • Independent Financial Group held 6,027 shares of Vanguard Long-Term Corporate Bond ETF worth $454K as of Q2 2026.
  • Independent Financial Group sold 170 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $12.7K.
  • Vanguard Long-Term Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1041 holding.
  • Independent Financial Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2020 and has held it in 14 quarters since.
  • Independent Financial Group's Vanguard Long-Term Corporate Bond ETF position peaked at $883K in Q3 2024.
  • 361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.