IFWM
VCLT icon

Institute for Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Institute for Wealth Management’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 		$314K Sell
4,171
-531
-11% -$39.8K 0.03% 416
2026
Q1 		$351K Sell
4,702
-107
-2% -$8.13K 0.04% 387
2025
Q4 		$365K Sell
4,809
-237
-5% -$18.3K 0.04% 390
2025
Q3 		$392K Buy
5,046
+1,374
+37% +$104K 0.04% 385
2025
Q2 		$279K Buy
3,672
+1
+0% +$74 0.03% 449
2025
Q1 		$279K Sell
3,671
-187
-5% -$14.1K 0.04% 431
2024
Q4 		$289K Sell
3,858
-223
-5% -$17.3K 0.04% 407
2024
Q3 		$331K Buy
4,081
+100
+3% +$7.91K 0.04% 393
2024
Q2 		$302K Sell
3,981
-123
-3% -$9.33K 0.04% 384
2024
Q1 		$321K Sell
4,104
-853
-17% -$66.5K 0.04% 376
2023
Q4 		$397K Sell
4,957
-59
-1% -$4.34K 0.06% 315
2023
Q3 		$359K Buy
5,016
+86
+2% +$6.48K 0.06% 312
2023
Q2 		$387K Sell
4,930
-327
-6% -$25.5K 0.07% 310
2023
Q1 		$419K Sell
5,257
-19
-0.4% -$1.5K 0.08% 289
2022
Q4 		$399K Sell
5,276
-343
-6% -$25.8K 0.08% 300
2022
Q3 		$412K Sell
5,619
-108
-2% -$8.76K 0.09% 277
2022
Q2 		$464K Sell
5,727
-123
-2% -$10.4K 0.09% 285
2022
Q1 		$548K Buy
5,850
+29
+0.5% +$2.82K 0.09% 276
2021
Q4 		$616K Sell
5,821
-224
-4% -$23.8K 0.1% 240
2021
Q3 		$638K Sell
6,045
-183
-3% -$19.8K 0.11% 225
2021
Q2 		$666K Sell
6,228
-144
-2% -$14.9K 0.12% 210
2021
Q1 		$645K Sell
6,372
-719
-10% -$75.3K 0.12% 210
2020
Q4 		$788K Sell
7,091
-712
-9% -$77.4K 0.16% 169
2020
Q3 		$834K Buy
7,803
+350
+5% +$38.2K 0.19% 138
2020
Q2 		$792K Buy
7,453
+2,216
+42% +$227K 0.19% 139
2020
Q1 		$509K Buy
+5,237
New +$531K 0.16% 179
2018
Q1 		– Sell
-5,684
Closed -$544K – 394
2017
Q4 		$544K Buy
5,684
+2,343
+70% +$222K 0.13% 214
2017
Q3 		$315K Buy
+3,341
New +$313K 0.1% 223

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

Institute for Wealth Management's VCLT Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 11% in Q2 2026, selling an estimated $39.8K and leaving 4,171 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #416.

Institute for Wealth Management first reported a position in VCLT in Q3 2017 and has held it in 28 quarters since. The position peaked at $834K in Q3 2020. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

  • Institute for Wealth Management held 4,171 shares of Vanguard Long-Term Corporate Bond ETF worth $314K as of Q2 2026.
  • Institute for Wealth Management sold 531 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $39.8K.
  • Vanguard Long-Term Corporate Bond ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Institute for Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2017 and has held it in 28 quarters since.
  • Institute for Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $834K in Q3 2020.
  • 361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.