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

Kingswood 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
2026
Q1 		– Sell
-32,780
Closed -$2.49M – 977
2025
Q4 		$2.49M Buy
32,780
+959
+3% +$74K 0.12% 166
2025
Q3 		$2.47M Buy
31,821
+4,894
+18% +$372K 0.15% 152
2025
Q2 		$2.04M Buy
26,927
+238
+0.9% +$17.6K 0.16% 137
2025
Q1 		$2.03M Buy
26,689
+2,549
+11% +$192K 0.19% 133
2024
Q4 		$1.81M Buy
24,140
+5,296
+28% +$412K 0.14% 165
2024
Q3 		$1.53M Buy
18,844
+13,291
+239% +$1.05M 0.11% 213
2024
Q2 		$421K Buy
+5,553
New +$421K 0.04% 429

Other funds holding VCLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return