Midwest Trust’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Midwest Trust’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	$235K	Sell	3,431 -49	-1%	-$3.53K	﹤0.01%	590
2026 Q2	$262K	Buy	3,480 +132	+4%	+$9.9K	﹤0.01%	559
2026 Q1	$250K	Hold	3,348	–	–	﹤0.01%	544
2025 Q4	$254K	Buy	+3,348	New	+$258K	﹤0.01%	536

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

Midwest Trust's VCLT Position: Q3 2026 in Review

Midwest Trust reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 1.4% in Q3 2026, selling an estimated $3.53K and leaving 3,431 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Midwest Trust first reported a position in VCLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $262K in Q2 2026. 90 funds tracked by Wall St. Rank hold VCLT as of Q3 2026.

Midwest Trust held 3,431 shares of Vanguard Long-Term Corporate Bond ETF worth $235K as of Q3 2026.
Midwest Trust sold 49 Vanguard Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $3.53K.
Vanguard Long-Term Corporate Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #590 holding.
Midwest Trust first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Midwest Trust's Vanguard Long-Term Corporate Bond ETF position peaked at $262K in Q2 2026.
90 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.