KF
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KKM Financial’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

KKM Financial’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
2024
Q3 		– Sell
-3,658
Closed -$293K – 154
2024
Q2 		$293K Hold
3,658
– – 0.14% 126
2024
Q1 		$286K Buy
+3,658
New +$285K 0.14% 128

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

KKM Financial's VCLT Position: Q3 2024 in Review

KKM Financial sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2024, closing a stake of 3,658 shares — an estimated $293K sold.

KKM Financial first reported a position in VCLT in Q1 2024 and held it in 2 quarters. The position peaked at $293K in Q2 2024. 330 funds tracked by Wall St. Rank hold VCLT as of Q3 2024.

  • KKM Financial reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • KKM Financial sold 3,658 Vanguard Long-Term Corporate Bond ETF shares in Q3 2024, an estimated $293K.
  • KKM Financial first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • KKM Financial's Vanguard Long-Term Corporate Bond ETF position peaked at $293K in Q2 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2024.

Based on KKM Financial's 13F filing for Q3 2024, filed 12 Nov 2024.