Spearhead Capital Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Spearhead Capital 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
2022 Q3	–	Sell	-4,980	Closed	-$404K	–	159
2022 Q2	$404K	Sell	4,980 -96	-2%	-$8.09K	0.06%	92
2022 Q1	$475K	Buy	5,076 +180	+4%	+$17.5K	0.06%	91
2021 Q4	$518K	Buy	4,896 +817	+20%	+$86.9K	0.06%	99
2021 Q3	$431K	Buy	4,079 +763	+23%	+$82.5K	0.06%	118
2021 Q2	$355K	Buy	3,316 +377	+13%	+$39K	0.05%	161
2021 Q1	$298K	Buy	2,939 +467	+19%	+$48.9K	0.04%	168
2020 Q4	$275K	Buy	+2,472	New	+$269K	0.04%	147

Other funds holding VCLT

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

AIMU

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spearhead Capital Advisors's VCLT Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2022, closing a stake of 4,980 shares — an estimated $404K sold.

Spearhead Capital Advisors first reported a position in VCLT in Q4 2020 and held it in 7 quarters. The position peaked at $518K in Q4 2021. 206 funds tracked by Wall St. Rank hold VCLT as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 4,980 Vanguard Long-Term Corporate Bond ETF shares in Q3 2022, an estimated $404K.
Spearhead Capital Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Spearhead Capital Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $518K in Q4 2021.
206 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.