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UBP Investment Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

UBP Investment Advisors’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
Q3 		$4.27M Sell
58,257
-11,371
-16% -$922K 2.2% 16
2022
Q2 		$5.65M Buy
69,628
+6,705
+11% +$565K 2.26% 16
2022
Q1 		$5.89M Sell
62,923
-714
-1% -$69.4K 2.19% 15
2021
Q4 		$6.74M Buy
63,637
+22,528
+55% +$2.4M 2.45% 12
2021
Q3 		$4.34M Buy
41,109
+1,539
+4% +$166K 1.68% 19
2021
Q2 		$4.23M Sell
39,570
-385
-1% -$39.8K 1.56% 17
2021
Q1 		$4.05M Buy
39,955
+2,082
+5% +$218K 1.65% 16
2020
Q4 		$4.21M Buy
37,873
+3,599
+11% +$391K 2.17% 14
2020
Q3 		$3.66M Sell
34,274
-957
-3% -$105K 2.83% 12
2020
Q2 		$3.75M Buy
35,231
+693
+2% +$70.9K 2.98% 12
2020
Q1 		$3.35M Buy
34,538
+169
+0.5% +$17.1K 3.03% 11
2019
Q4 		$3.48M Sell
34,369
-67
-0.2% -$6.75K 2.73% 15
2019
Q3 		$3.48M Buy
34,436
+4,941
+17% +$491K 2.83% 13
2019
Q2 		$2.86M Buy
29,495
+409
+1% +$37.8K 2.58% 15
2019
Q1 		$2.66M Sell
29,086
-16,399
-36% -$1.44M 2.5% 16
2018
Q4 		$3.87M Buy
45,485
+635
+1% +$53.9K 4.1% 7
2018
Q3 		$3.95M Sell
44,850
-4,455
-9% -$394K 3.77% 7
2018
Q2 		$4.29M Buy
49,305
+16,507
+50% +$1.46M 5.05% 5
2018
Q1 		$3M Buy
32,798
+8,864
+37% +$816K 3.23% 10
2017
Q4 		$2.29M Buy
+23,934
New +$2.26M 2.71% 12

Other funds holding VCLT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBP Investment Advisors's VCLT Position: Q3 2022 in Review

UBP Investment Advisors reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 16% in Q3 2022, selling an estimated $922K and leaving 58,257 shares worth $4.27M. The position accounts for 2.2% of the portfolio, ranked #16.

UBP Investment Advisors first reported a position in VCLT in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.74M in Q4 2021. 206 funds tracked by Wall St. Rank hold VCLT as of Q3 2022.

  • UBP Investment Advisors held 58,257 shares of Vanguard Long-Term Corporate Bond ETF worth $4.27M as of Q3 2022.
  • UBP Investment Advisors sold 11,371 Vanguard Long-Term Corporate Bond ETF shares in Q3 2022, an estimated $922K.
  • Vanguard Long-Term Corporate Bond ETF made up 2.2% of UBP Investment Advisors's portfolio in Q3 2022, its #16 holding.
  • UBP Investment Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • UBP Investment Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $6.74M in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.