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

Sax 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
2026 Q2	$1.17M	Buy	15,603 +3,662	+31%	+$275K	0.05%	209
2026 Q1	$906K	Hold	11,941	–	–	0.04%	210
2025 Q4	$906K	Buy	11,941 +1,390	+13%	+$107K	0.04%	218
2025 Q3	$819K	Buy	10,551 +1,020	+11%	+$77.6K	0.04%	204
2025 Q2	$723K	Buy	9,531 +5,381	+130%	+$398K	0.04%	212
2025 Q1	$315K	Buy	+4,150	New	+$313K	0.02%	290

Other funds holding VCLT

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return