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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

VMPIC

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Kingswood Wealth Advisors's VCLT Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2026, closing a stake of 32,780 shares — an estimated $2.49M sold.

Kingswood Wealth Advisors first reported a position in VCLT in Q2 2024 and held it in 7 quarters. The position peaked at $2.49M in Q4 2025. 348 funds tracked by Wall St. Rank hold VCLT as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 32,780 Vanguard Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $2.49M.
Kingswood Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2024 and held it in 7 quarters.
Kingswood Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $2.49M in Q4 2025.
348 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.