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TrueWealth LLC’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

TrueWealth LLC’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
2020
Q2 		$5K Hold
50
– – ﹤0.01% 568
2020
Q1 		$5K Buy
+50
New +$5.07K ﹤0.01% 557

Other funds holding VCLT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

TrueWealth LLC's VCLT Position: Q2 2020 in Review

TrueWealth LLC held its Vanguard Long-Term Corporate Bond ETF (VCLT) position steady in Q2 2020 at 50 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

TrueWealth LLC first reported a position in VCLT in Q1 2020 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold VCLT as of Q2 2020.

  • TrueWealth LLC held 50 shares of Vanguard Long-Term Corporate Bond ETF worth $5K as of Q2 2020.
  • TrueWealth LLC left its Vanguard Long-Term Corporate Bond ETF share count unchanged in Q2 2020.
  • Vanguard Long-Term Corporate Bond ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #568 holding.
  • TrueWealth LLC first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.