Refined Wealth Management
VCLT icon

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
Q3 		$226K Sell
3,295
-79
-2% -$5.69K 0.13% 41
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

Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Boyd Wealth Management
Boyd Wealth Management Sacramento, California $286M AUM 10.8% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
B.A. Schrock Wealth Management, Inc.
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
Concurrent Investment Advisors
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
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Refined Wealth Management's VCLT Position: Q3 2026 in Review

Refined Wealth Management reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 2.3% in Q3 2026, selling an estimated $5.69K and leaving 3,295 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #41.

Refined Wealth Management first reported a position in VCLT in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.31M in Q3 2024. 90 funds tracked by Wall St. Rank hold VCLT as of Q3 2026.

  • Refined Wealth Management held 3,295 shares of Vanguard Long-Term Corporate Bond ETF worth $226K as of Q3 2026.
  • Refined Wealth Management sold 79 Vanguard Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $5.69K.
  • Vanguard Long-Term Corporate Bond ETF made up 0.13% of Refined Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Refined Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Refined Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $8.31M in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.