SSWM
VCLT icon

Sheets Smith Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Sheets Smith Wealth Management’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 		$735K Hold
9,769
– – 0.07% 246
2026
Q1 		$730K Buy
9,769
+801
+9% +$60.9K 0.08% 231
2025
Q4 		$680K Buy
8,968
+595
+7% +$45.9K 0.07% 236
2025
Q3 		$650K Buy
8,373
+76
+0.9% +$5.78K 0.07% 246
2025
Q2 		$630K Buy
8,297
+602
+8% +$44.5K 0.07% 243
2025
Q1 		$584K Hold
7,695
– – 0.07% 231
2024
Q4 		$575K Buy
7,695
+56
+0.7% +$4.35K 0.07% 240
2024
Q3 		$621K Hold
7,639
– – 0.08% 217
2024
Q2 		$579K Buy
7,639
+2,740
+56% +$208K 0.07% 219
2024
Q1 		$383K Buy
4,899
+280
+6% +$21.8K 0.04% 295
2023
Q4 		$370K Sell
4,619
-74
-2% -$5.45K 0.05% 263
2023
Q3 		$336K Buy
4,693
+989
+27% +$74.5K 0.05% 260
2023
Q2 		$291K Hold
3,704
– – 0.04% 280
2023
Q1 		$295K Hold
3,704
– – 0.05% 269
2022
Q4 		$280K Buy
+3,704
New +$278K 0.04% 263

Other funds holding VCLT

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return