Richard W. Paul & Associates’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Richard W. Paul & Associates’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
2025 Q1	–	Sell	-50	Closed	-$3.74K	–	498
2024 Q4	$3.74K	Hold	50	–	–	﹤0.01%	371
2024 Q3	$4.06K	Hold	50	–	–	﹤0.01%	358
2024 Q2	$3.79K	Hold	50	–	–	﹤0.01%	358
2024 Q1	$3.91K	Hold	50	–	–	﹤0.01%	374
2023 Q4	$4.01K	Hold	50	–	–	﹤0.01%	366
2023 Q3	$3.58K	Hold	50	–	–	﹤0.01%	362
2023 Q2	$3.92K	Hold	50	–	–	﹤0.01%	381
2023 Q1	$3.99K	Hold	50	–	–	﹤0.01%	394
2022 Q4	$3.79K	Buy	+50	New	+$3.76K	﹤0.01%	390

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

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

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

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

AIMU

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Richard W. Paul & Associates's VCLT Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 50 shares — an estimated $3.74K sold.

Richard W. Paul & Associates first reported a position in VCLT in Q4 2022 and held it in 9 quarters. The position peaked at $4.06K in Q3 2024. 339 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

Richard W. Paul & Associates reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 50 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $3.74K.
Richard W. Paul & Associates first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Vanguard Long-Term Corporate Bond ETF position peaked at $4.06K in Q3 2024.
339 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.