Mechanics Bank - Trust Department’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Mechanics Bank - Trust Department’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 Q2	$5.68M	Buy	75,544 +10,886	+17%	+$816K	0.7%	42
2026 Q1	$4.83M	Buy	64,658 +7,494	+13%	+$569K	0.67%	42
2025 Q4	$4.34M	Buy	57,164 +12,606	+28%	+$973K	0.57%	45
2025 Q3	$3.46M	Buy	44,558 +18,898	+74%	+$1.44M	0.49%	54
2025 Q2	$1.95M	Buy	25,660 +8,755	+52%	+$647K	0.28%	88
2025 Q1	$1.28M	Buy	16,905 +4,490	+36%	+$339K	0.18%	111
2024 Q4	$928K	Buy	12,415 +1,130	+10%	+$87.9K	0.12%	120
2024 Q3	$917K	Sell	11,285 -171,640	-94%	-$13.6M	0.12%	123
2024 Q2	$13.9M	Buy	182,925 +4,555	+3%	+$346K	1.99%	10
2024 Q1	$14M	Buy	178,370 +1,175	+0.7%	+$91.6K	2.05%	10
2023 Q4	$14.2M	Buy	+177,195	New	+$13M	2.22%	6

Other funds holding VCLT

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return