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 Q3	–	Sell	-15,603	Closed	-$1.17M	–	772
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

DCM

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BASWMI

B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sax Wealth Advisors's VCLT Position: Q3 2026 in Review

Sax Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2026, closing a stake of 15,603 shares — an estimated $1.17M sold.

Sax Wealth Advisors first reported a position in VCLT in Q1 2025 and held it in 6 quarters. The position peaked at $1.17M in Q2 2026. 42 funds tracked by Wall St. Rank hold VCLT as of Q3 2026.

Sax Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Sax Wealth Advisors sold 15,603 Vanguard Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $1.17M.
Sax Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2025 and held it in 6 quarters.
Sax Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $1.17M in Q2 2026.
42 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.