Summit Wealth Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Summit Wealth Group’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	$231K	Hold	3,068	–	–	0.05%	120
2026 Q1	$229K	Hold	3,068	–	–	0.05%	118
2025 Q4	$233K	Hold	3,068	–	–	0.05%	109
2025 Q3	$238K	Sell	3,068 -118	-4%	-$8.97K	0.06%	103
2025 Q2	$242K	Hold	3,186	–	–	0.06%	104
2025 Q1	$242K	Hold	3,186	–	–	0.07%	91
2024 Q4	$238K	Buy	+3,186	New	+$248K	0.07%	89
2024 Q2	–	Sell	-2,749	Closed	-$215K	–	97
2024 Q1	$215K	Buy	2,749 +26	+1%	+$2.03K	0.15%	43
2023 Q4	$218K	Buy	+2,723	New	+$200K	0.17%	39
2023 Q2	–	Sell	-24,474	Closed	–	–	252
2023 Q1	$0	Buy	+24,474	New	+$1.93M	﹤0.01%	258
2021 Q3	–	Sell	-614	Closed	-$66K	–	208
2021 Q2	$66K	Hold	614	–	–	0.1%	44
2021 Q1	$62K	Buy	+614	New	+$64.3K	0.1%	40

Other funds holding VCLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth Group's VCLT Position: Q2 2026 in Review

Summit Wealth Group held its Vanguard Long-Term Corporate Bond ETF (VCLT) position steady in Q2 2026 at 3,068 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #120.

Summit Wealth Group first reported a position in VCLT in Q1 2021 and has held it in 12 quarters since. The position peaked at $242K in Q2 2025. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

Summit Wealth Group held 3,068 shares of Vanguard Long-Term Corporate Bond ETF worth $231K as of Q2 2026.
Summit Wealth Group left its Vanguard Long-Term Corporate Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Corporate Bond ETF made up 0.05% of Summit Wealth Group's portfolio in Q2 2026, its #120 holding.
Summit Wealth Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2021 and has held it in 12 quarters since.
Summit Wealth Group's Vanguard Long-Term Corporate Bond ETF position peaked at $242K in Q2 2025.
361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.