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Stokes Family Office’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Stokes Family Office’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
Q4 		– Sell
-2,750
Closed -$201K – 301
2022
Q3 		$201K Sell
2,750
-500
-15% -$40.6K 0.03% 253
2022
Q2 		$264K Buy
+3,250
New +$274K 0.04% 222

Other funds holding VCLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
State of Tennessee, Department of Treasury
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Stokes Family Office's VCLT Position: Q4 2022 in Review

Stokes Family Office sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2022, closing a stake of 2,750 shares — an estimated $201K sold.

Stokes Family Office first reported a position in VCLT in Q2 2022 and held it in 2 quarters. The position peaked at $264K in Q2 2022. 223 funds tracked by Wall St. Rank hold VCLT as of Q4 2022.

  • Stokes Family Office reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Stokes Family Office sold 2,750 Vanguard Long-Term Corporate Bond ETF shares in Q4 2022, an estimated $201K.
  • Stokes Family Office first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Stokes Family Office's Vanguard Long-Term Corporate Bond ETF position peaked at $264K in Q2 2022.
  • 223 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2022.

Based on Stokes Family Office's 13F filing for Q4 2022, filed 14 Feb 2023.