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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
Q2 		– Sell
-104
Closed -$7.77K – 3067
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 $1.89T 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 $1.55T 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
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

Root Financial Partners's VCLT Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2026, closing a stake of 104 shares — an estimated $7.77K sold.

Root Financial Partners first reported a position in VCLT in Q3 2025 and held it in 3 quarters. The position peaked at $43.8K in Q3 2025. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 104 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $7.77K.
  • Root Financial Partners first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vanguard Long-Term Corporate Bond ETF position peaked at $43.8K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.