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

LeConte 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 Q3	$5.91M	Sell	86,240 -33,243	-28%	-$2.39M	3.16%	6
2026 Q2	$8.99M	Sell	119,483 -1,328	-1%	-$100K	4.9%	3
2026 Q1	$9.03M	Sell	120,811 -3,071	-2%	-$233K	5.84%	3
2025 Q4	$9.4M	Sell	123,882 -8,555	-6%	-$660K	6.14%	3
2025 Q3	$10.3M	Buy	132,437 +56,441	+74%	+$4.29M	6.87%	2
2025 Q2	$5.77M	Sell	75,996 -7,646	-9%	-$565K	3.9%	9
2025 Q1	$6.35M	Buy	+83,642	New	+$6.31M	4.05%	8

Other funds holding VCLT

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Boyd Wealth Management Sacramento, California $286M AUM 10.8% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

LeConte Wealth Management's VCLT Position: Q3 2026 in Review

LeConte Wealth Management reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 28% in Q3 2026, selling an estimated $2.39M and leaving 86,240 shares worth $5.91M. The position accounts for 3.16% of the portfolio, ranked #6.

LeConte Wealth Management first reported a position in VCLT in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.3M in Q3 2025. 100 funds tracked by Wall St. Rank hold VCLT as of Q3 2026.

LeConte Wealth Management held 86,240 shares of Vanguard Long-Term Corporate Bond ETF worth $5.91M as of Q3 2026.
LeConte Wealth Management sold 33,243 Vanguard Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $2.39M.
Vanguard Long-Term Corporate Bond ETF made up 3.16% of LeConte Wealth Management's portfolio in Q3 2026, its #6 holding.
LeConte Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
LeConte Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $10.3M in Q3 2025.
100 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.