NR
VCLT icon

Newfound Research’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Newfound Research’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
2019
Q3 		– Sell
-61
Closed -$6K – 223
2019
Q2 		$6K Buy
61
+1
+2% +$92 0.01% 61
2019
Q1 		$5K Sell
60
-11
-15% -$966 ﹤0.01% 55
2018
Q4 		$6K Buy
71
+24
+51% +$2.04K ﹤0.01% 33
2018
Q3 		$4K Sell
47
-8
-15% -$707 ﹤0.01% 82
2018
Q2 		$5K Buy
55
+20
+57% +$1.77K ﹤0.01% 60
2018
Q1 		$3K Buy
35
+13
+59% +$1.2K ﹤0.01% 84
2017
Q4 		$2K Sell
22
-11
-33% -$1.04K ﹤0.01% 117
2017
Q3 		$3K Sell
33
-11
-25% -$1.03K ﹤0.01% 85
2017
Q2 		$4K Buy
44
+1
+2% +$92 ﹤0.01% 78
2017
Q1 		$4K Sell
43
-229
-84% -$20.5K ﹤0.01% 77
2016
Q4 		$24K Buy
272
+29
+12% +$2.63K 0.02% 42
2016
Q3 		$23K Buy
243
+53
+28% +$5.07K 0.02% 49
2016
Q2 		$18K Buy
190
+52
+38% +$4.74K 0.02% 52
2016
Q1 		$12K Buy
138
+4
+3% +$340 0.01% 45
2015
Q4 		$11K Buy
+134
New +$11.5K 0.01% 47

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Group
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Newfound Research's VCLT Position: Q3 2019 in Review

Newfound Research sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2019, closing a stake of 61 shares — an estimated $6K sold.

Newfound Research first reported a position in VCLT in Q4 2015 and held it in 15 quarters. The position peaked at $24K in Q4 2016. 157 funds tracked by Wall St. Rank hold VCLT as of Q3 2019.

  • Newfound Research reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Newfound Research sold 61 Vanguard Long-Term Corporate Bond ETF shares in Q3 2019, an estimated $6K.
  • Newfound Research first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2015 and held it in 15 quarters.
  • Newfound Research's Vanguard Long-Term Corporate Bond ETF position peaked at $24K in Q4 2016.
  • 157 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2019.

Based on Newfound Research's 13F filing for Q3 2019, filed 22 Oct 2019.