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Rooted Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Rooted Wealth Advisors’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
-2,826
Closed -$208K – 96
2024
Q4 		$208K Sell
2,826
-924
-25% -$71.8K 0.08% 93
2024
Q3 		$297K Sell
3,750
-394
-10% -$31.2K 0.13% 74
2024
Q2 		$321K Buy
4,144
+231
+6% +$17.5K 0.14% 69
2024
Q1 		$300K Buy
3,913
+367
+10% +$28.6K 0.15% 65
2023
Q4 		$279K Buy
+3,546
New +$261K 0.15% 64

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
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

Rooted Wealth Advisors's VCLT Position: Q1 2025 in Review

Rooted Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 2,826 shares — an estimated $208K sold.

Rooted Wealth Advisors first reported a position in VCLT in Q4 2023 and held it in 5 quarters. The position peaked at $321K in Q2 2024. 339 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

  • Rooted Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Rooted Wealth Advisors sold 2,826 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $208K.
  • Rooted Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
  • Rooted Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $321K in Q2 2024.
  • 339 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on Rooted Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.