Stone Asset Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Stone Asset 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
2023 Q1	$701K	Sell	8,797 -7,922	-47%	-$625K	1.12%	17
2022 Q4	$1.27M	Buy	16,719 +229	+1%	+$17.2K	0.79%	22
2022 Q3	$1.21M	Buy	16,490 +3,756	+29%	+$305K	0.79%	22
2022 Q2	$1.03M	Buy	12,734 +6,393	+101%	+$539K	0.65%	28
2022 Q1	$594K	Buy	6,341 +10	+0.2%	+$972	0.33%	34
2021 Q4	$670K	Buy	+6,331	New	+$674K	0.39%	27

Other funds holding VCLT

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

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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Stone Asset Management's VCLT Position: Q1 2023 in Review

Stone Asset Management reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 47% in Q1 2023, selling an estimated $625K and leaving 8,797 shares worth $701K. The position accounts for 1.12% of the portfolio, ranked #17.

Stone Asset Management first reported a position in VCLT in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2022. 224 funds tracked by Wall St. Rank hold VCLT as of Q1 2023.

Stone Asset Management held 8,797 shares of Vanguard Long-Term Corporate Bond ETF worth $701K as of Q1 2023.
Stone Asset Management sold 7,922 Vanguard Long-Term Corporate Bond ETF shares in Q1 2023, an estimated $625K.
Vanguard Long-Term Corporate Bond ETF made up 1.12% of Stone Asset Management's portfolio in Q1 2023, its #17 holding.
Stone Asset Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's Vanguard Long-Term Corporate Bond ETF position peaked at $1.27M in Q4 2022.
224 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.