Refined Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Refined Wealth 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
2026 Q2	$254K	Sell	3,374 -49	-1%	-$3.67K	0.15%	40
2026 Q1	$256K	Sell	3,423 -63,331	-95%	-$4.81M	0.16%	39
2025 Q4	$5.06M	Sell	66,754 -945	-1%	-$72.9K	3.41%	11
2025 Q3	$5.26M	Buy	67,699 +2,030	+3%	+$154K	3.38%	12
2025 Q2	$4.98M	Buy	65,669 +25	+0%	+$1.85K	3.43%	12
2025 Q1	$4.98M	Sell	65,644 -36,122	-35%	-$2.73M	4.08%	10
2024 Q4	$7.61M	Sell	101,766 -501	-0.5%	-$39K	5.79%	6
2024 Q3	$8.31M	Buy	102,267 +445	+0.4%	+$35.2K	6.41%	7
2024 Q2	$7.72M	Buy	101,822 +590	+0.6%	+$44.8K	5.96%	8
2024 Q1	$7.92M	Buy	101,232 +5,215	+5%	+$407K	5.58%	7
2023 Q4	$7.7M	Buy	96,017 +3,211	+3%	+$236K	6%	8
2023 Q3	$6.65M	Sell	92,806 -104	-0.1%	-$7.84K	5.97%	6
2023 Q2	$7.29M	Buy	92,910 +1,573	+2%	+$123K	6.01%	7
2023 Q1	$7.28M	Buy	+91,337	New	+$7.21M	6.43%	7

Other funds holding VCLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Refined Wealth Management's VCLT Position: Q2 2026 in Review

Refined Wealth Management reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 1.4% in Q2 2026, selling an estimated $3.67K and leaving 3,374 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #40.

Refined Wealth Management first reported a position in VCLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.31M in Q3 2024. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

Refined Wealth Management held 3,374 shares of Vanguard Long-Term Corporate Bond ETF worth $254K as of Q2 2026.
Refined Wealth Management sold 49 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $3.67K.
Vanguard Long-Term Corporate Bond ETF made up 0.15% of Refined Wealth Management's portfolio in Q2 2026, its #40 holding.
Refined Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Refined Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $8.31M in Q3 2024.
361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.