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Tactical Allocation Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Tactical Allocation 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
2014
Q3 		– Sell
-40,315
Closed -$3.64M – 25
2014
Q2 		$3.64M Sell
40,315
-8,147
-17% -$726K 1.58% 14
2014
Q1 		$4.23M Buy
+48,462
New +$4.14M 1.81% 14
2013
Q3 		– Sell
-428,155
Closed -$38.6M – 24
2013
Q2 		$38.6M Buy
+428,155
New +$38.2M 12.6% 3

Other funds holding VCLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tactical Allocation Group's VCLT Position: Q3 2014 in Review

Tactical Allocation Group sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2014, closing a stake of 40,315 shares — an estimated $3.64M sold.

Tactical Allocation Group first reported a position in VCLT in Q2 2013 and held it in 3 quarters. The position peaked at $38.6M in Q2 2013. 56 funds tracked by Wall St. Rank hold VCLT as of Q3 2014.

  • Tactical Allocation Group reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Tactical Allocation Group sold 40,315 Vanguard Long-Term Corporate Bond ETF shares in Q3 2014, an estimated $3.64M.
  • Tactical Allocation Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • Tactical Allocation Group's Vanguard Long-Term Corporate Bond ETF position peaked at $38.6M in Q2 2013.
  • 56 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2014.

Based on Tactical Allocation Group's 13F filing for Q3 2014, filed 29 Oct 2014.