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United Capital Financial Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

United Capital Financial 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
2026
Q2 		$555K Hold
7,385
– – ﹤0.01% 1056
2026
Q1 		$550K Sell
7,385
-74
-1% -$5.62K ﹤0.01% 1020
2025
Q4 		$566K Sell
7,459
-131
-2% -$10.1K ﹤0.01% 919
2025
Q3 		$589K Hold
7,590
– – ﹤0.01% 812
2025
Q2 		$576K Buy
7,590
+138
+2% +$10.2K ﹤0.01% 744
2025
Q1 		$566K Hold
7,452
– – ﹤0.01% 711
2024
Q4 		$557K Sell
7,452
-185
-2% -$14.4K ﹤0.01% 703
2024
Q3 		$620K Sell
7,637
-118
-2% -$9.33K 0.01% 674
2024
Q2 		$588K Hold
7,755
– – 0.01% 664
2024
Q1 		$607K Sell
7,755
-734
-9% -$57.2K 0.01% 688
2023
Q4 		$680K Sell
8,489
-8,602
-50% -$633K 0.01% 648
2023
Q3 		$1.22M Buy
17,091
+177
+1% +$13.3K 0.01% 480
2023
Q2 		$1.33M Sell
16,914
-7,933
-32% -$620K 0.01% 495
2023
Q1 		$1.98M Buy
24,847
+10,683
+75% +$843K 0.01% 451
2022
Q4 		$1.07M Buy
+14,164
New +$1.06M 0.01% 595
2018
Q4 		– Sell
-4,839
Closed -$426K – 1369
2018
Q3 		$426K Sell
4,839
-14,287
-75% -$1.26M ﹤0.01% 1000
2018
Q2 		$1.68M Sell
19,126
-5,714
-23% -$506K 0.01% 635
2018
Q1 		$2.27M Sell
24,840
-140,595
-85% -$12.9M 0.02% 557
2017
Q4 		$15.8M Buy
165,435
+54,917
+50% +$5.2M 0.13% 199
2017
Q3 		$10.4M Buy
+110,518
New +$10.3M 0.09% 272
2017
Q2 		– Sell
-18,256
Closed -$1.64M – 1308
2017
Q1 		$1.64M Sell
18,256
-1,987,237
-99% -$178M 0.02% 612
2016
Q4 		$179M Buy
2,005,493
+1,895,514
+1,724% +$172M 1.74% 9
2016
Q3 		$10.5M Buy
109,979
+34,980
+47% +$3.34M 0.1% 238
2016
Q2 		$7.13M Buy
+74,999
New +$6.84M 0.07% 310
2015
Q2 		– Sell
-225,169
Closed -$20.7M – 1314
2015
Q1 		$20.7M Buy
225,169
+50,188
+29% +$4.73M 0.25% 97
2014
Q4 		$16.2M Buy
174,981
+20,266
+13% +$1.85M 0.24% 101
2014
Q3 		$13.8M Buy
154,715
+33,143
+27% +$2.99M 0.24% 107
2014
Q2 		$11M Buy
121,572
+92,748
+322% +$8.26M 0.2% 127
2014
Q1 		$2.52M Buy
+28,824
New +$2.46M 0.05% 322

Other funds holding VCLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Capital Financial Advisors's VCLT Position: Q2 2026 in Review

United Capital Financial Advisors held its Vanguard Long-Term Corporate Bond ETF (VCLT) position steady in Q2 2026 at 7,385 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

United Capital Financial Advisors first reported a position in VCLT in Q1 2014 and has held it in 29 quarters since. The position peaked at $179M in Q4 2016. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

  • United Capital Financial Advisors held 7,385 shares of Vanguard Long-Term Corporate Bond ETF worth $555K as of Q2 2026.
  • United Capital Financial Advisors left its Vanguard Long-Term Corporate Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1056 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2014 and has held it in 29 quarters since.
  • United Capital Financial Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $179M in Q4 2016.
  • 361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.