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

Root Financial Partners’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
Q1 		$7.77K Sell
104
-235
-69% -$17.9K ﹤0.01% 1775
2025
Q4 		$25.7K Sell
339
-225
-40% -$17.4K ﹤0.01% 1045
2025
Q3 		$43.8K Buy
+564
New +$42.9K ﹤0.01% 715

Other funds holding VCLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Root Financial Partners's VCLT Position: Q1 2026 in Review

Root Financial Partners reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 69% in Q1 2026, selling an estimated $17.9K and leaving 104 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Root Financial Partners first reported a position in VCLT in Q3 2025 and has held it in 3 quarters since. The position peaked at $43.8K in Q3 2025. 347 funds tracked by Wall St. Rank hold VCLT as of Q1 2026.

  • Root Financial Partners held 104 shares of Vanguard Long-Term Corporate Bond ETF worth $7.77K as of Q1 2026.
  • Root Financial Partners sold 235 Vanguard Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $17.9K.
  • Vanguard Long-Term Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1775 holding.
  • Root Financial Partners first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vanguard Long-Term Corporate Bond ETF position peaked at $43.8K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.