Sage Advisory Services’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Sage Advisory Services’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
2019 Q1	–	Sell	-13,889	Closed	-$1.18M	–	61
2018 Q4	$1.18M	Sell	13,889 -2,493	-15%	-$212K	0.12%	35
2018 Q3	$1.44M	Buy	16,382 +2,467	+18%	+$218K	0.14%	33
2018 Q2	$1.22M	Buy	13,915 +35	+0.3%	+$3.1K	0.12%	33
2018 Q1	$1.27M	Sell	13,880 -48,278	-78%	-$4.44M	0.13%	30
2017 Q4	$5.95M	Hold	62,158	–	–	0.6%	28
2017 Q3	$5.85M	Buy	62,158 +18,270	+42%	+$1.71M	0.63%	23
2017 Q2	$4.09M	Buy	43,888 +12,185	+38%	+$1.12M	0.48%	21
2017 Q1	$2.85M	Buy	31,703 +3,705	+13%	+$332K	0.34%	22
2016 Q4	$2.5M	Buy	+27,998	New	+$2.54M	0.32%	22
2016 Q3	–	Sell	-50,013	Closed	-$4.73M	–	17
2016 Q2	$4.73M	Buy	50,013 +32,575	+187%	+$2.97M	0.63%	13
2016 Q1	$1.56M	Buy	+17,438	New	+$1.48M	0.2%	19

Other funds holding VCLT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sage Advisory Services's VCLT Position: Q1 2019 in Review

Sage Advisory Services sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2019, closing a stake of 13,889 shares — an estimated $1.18M sold.

Sage Advisory Services first reported a position in VCLT in Q1 2016 and held it in 11 quarters. The position peaked at $5.95M in Q4 2017. 138 funds tracked by Wall St. Rank hold VCLT as of Q1 2019.

Sage Advisory Services reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Sage Advisory Services sold 13,889 Vanguard Long-Term Corporate Bond ETF shares in Q1 2019, an estimated $1.18M.
Sage Advisory Services first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2016 and held it in 11 quarters.
Sage Advisory Services's Vanguard Long-Term Corporate Bond ETF position peaked at $5.95M in Q4 2017.
138 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2019.

Based on Sage Advisory Services's 13F filing for Q1 2019, filed 3 May 2019.