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Magnus Financial Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Magnus Financial Group’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
2020
Q2 		– Sell
-4,941
Closed -$480K – 763
2020
Q1 		$480K Sell
4,941
-14
-0.3% -$1.42K 0.07% 150
2019
Q4 		$502K Buy
+4,955
New +$499K 0.07% 142

Other funds holding VCLT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Magnus Financial Group's VCLT Position: Q2 2020 in Review

Magnus Financial Group sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2020, closing a stake of 4,941 shares — an estimated $480K sold.

Magnus Financial Group first reported a position in VCLT in Q4 2019 and held it in 2 quarters. The position peaked at $502K in Q4 2019. 178 funds tracked by Wall St. Rank hold VCLT as of Q2 2020.

  • Magnus Financial Group reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 4,941 Vanguard Long-Term Corporate Bond ETF shares in Q2 2020, an estimated $480K.
  • Magnus Financial Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Magnus Financial Group's Vanguard Long-Term Corporate Bond ETF position peaked at $502K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.