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

PlanVest Financial’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 		$281K Sell
3,739
-159
-4% -$11.9K 0.19% 83
2026
Q1 		$291K Buy
+3,898
New +$296K 0.22% 77

Other funds holding VCLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PlanVest Financial's VCLT Position: Q2 2026 in Review

PlanVest Financial reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 4.1% in Q2 2026, selling an estimated $11.9K and leaving 3,739 shares worth $281K. The position accounts for 0.19% of the portfolio, ranked #83.

PlanVest Financial first reported a position in VCLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $291K in Q1 2026. 343 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

  • PlanVest Financial held 3,739 shares of Vanguard Long-Term Corporate Bond ETF worth $281K as of Q2 2026.
  • PlanVest Financial sold 159 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard Long-Term Corporate Bond ETF made up 0.19% of PlanVest Financial's portfolio in Q2 2026, its #83 holding.
  • PlanVest Financial first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Vanguard Long-Term Corporate Bond ETF position peaked at $291K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.