Morningstar Investment Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Morningstar Investment 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
2022 Q1	–	Sell	-131,100	Closed	-$13.9M	–	47
2021 Q4	$13.9M	Sell	131,100 -47,434	-27%	-$5.05M	2.1%	14
2021 Q3	$18.9M	Sell	178,534 -8,277	-4%	-$895K	3.16%	10
2021 Q2	$20M	Buy	186,811 +14,523	+8%	+$1.5M	2.24%	13
2021 Q1	$17.4M	Buy	172,288 +9,543	+6%	+$999K	1.75%	18
2020 Q4	$18.1M	Sell	162,745 -13,788	-8%	-$1.5M	2.03%	15
2020 Q3	$18.9M	Buy	176,533 +130,739	+285%	+$14.3M	2.35%	18
2020 Q2	$4.87M	Buy	+45,794	New	+$4.69M	0.67%	24

Other funds holding VCLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morningstar Investment Management's VCLT Position: Q1 2022 in Review

Morningstar Investment Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2022, closing a stake of 131,100 shares — an estimated $13.9M sold.

Morningstar Investment Management first reported a position in VCLT in Q2 2020 and held it in 7 quarters. The position peaked at $20M in Q2 2021. 216 funds tracked by Wall St. Rank hold VCLT as of Q1 2022.

Morningstar Investment Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Morningstar Investment Management sold 131,100 Vanguard Long-Term Corporate Bond ETF shares in Q1 2022, an estimated $13.9M.
Morningstar Investment Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Morningstar Investment Management's Vanguard Long-Term Corporate Bond ETF position peaked at $20M in Q2 2021.
216 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2022.

Based on Morningstar Investment Management's 13F filing for Q1 2022, filed 10 May 2022.