Vicus Capital’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Vicus Capital’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
2025 Q1	–	Sell	-21,423	Closed	-$1.6M	–	254
2024 Q4	$1.6M	Sell	21,423 -507	-2%	-$39.4K	0.14%	74
2024 Q3	$1.78M	Sell	21,930 -25	-0.1%	-$1.98K	0.16%	65
2024 Q2	$1.67M	Buy	+21,955	New	+$1.67M	0.15%	71
2024 Q1	–	Sell	-21,533	Closed	-$1.73M	–	288
2023 Q4	$1.73M	Buy	+21,533	New	+$1.58M	0.17%	62
2021 Q1	–	Sell	-9,349	Closed	-$1.04M	–	252
2020 Q4	$1.04M	Buy	9,349 +669	+8%	+$72.7K	0.13%	87
2020 Q3	$928K	Buy	8,680 +948	+12%	+$104K	0.13%	89
2020 Q2	$822K	Buy	+7,732	New	+$791K	0.12%	93
2020 Q1	–	Sell	-7,757	Closed	-$786K	–	211
2019 Q4	$786K	Sell	7,757 -217	-3%	-$21.9K	0.12%	96
2019 Q3	$806K	Buy	+7,974	New	+$793K	0.11%	116
2018 Q4	–	Sell	-8,809	Closed	-$775K	–	238
2018 Q3	$775K	Sell	8,809 -122	-1%	-$10.8K	0.12%	115
2018 Q2	$782K	Buy	8,931 +178	+2%	+$15.8K	0.13%	112
2018 Q1	$800K	Sell	8,753 -408	-4%	-$37.6K	0.14%	112
2017 Q4	$877K	Sell	9,161 -1,256	-12%	-$119K	0.15%	103
2017 Q3	$981K	Sell	10,417 -6,675	-39%	-$625K	0.19%	92
2017 Q2	$1.35M	Buy	17,092 +4,068	+31%	+$373K	0.28%	75
2017 Q1	$1.17M	Sell	13,024 -5,787	-31%	-$518K	0.25%	80
2016 Q4	$1.68M	Sell	18,811 -399	-2%	-$36.2K	0.37%	63
2016 Q3	$1.84M	Buy	+19,210	New	+$1.84M	0.42%	66
2016 Q2	–	Sell	-4,094	Closed	-$366K	–	204
2016 Q1	$366K	Sell	4,094 -20,148	-83%	-$1.71M	0.08%	130
2015 Q4	$2.04M	Sell	24,242 -513	-2%	-$44K	0.52%	55
2015 Q3	$2.13M	Sell	24,755 -645	-3%	-$55.6K	0.56%	47
2015 Q2	$2.17M	Sell	25,400 -1,089	-4%	-$97.5K	0.56%	52
2015 Q1	$2.49M	Buy	26,489 +989	+4%	+$93.1K	0.48%	43
2014 Q4	$2.36M	Buy	+25,500	New	+$2.32M	0.68%	42

Other funds holding VCLT

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

MYLI

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

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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Vicus Capital's VCLT Position: Q1 2025 in Review

Vicus Capital sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 21,423 shares — an estimated $1.6M sold.

Vicus Capital first reported a position in VCLT in Q4 2014 and held it in 24 quarters. The position peaked at $2.49M in Q1 2015. 340 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

Vicus Capital reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Vicus Capital sold 21,423 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $1.6M.
Vicus Capital first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2014 and held it in 24 quarters.
Vicus Capital's Vanguard Long-Term Corporate Bond ETF position peaked at $2.49M in Q1 2015.
340 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on Vicus Capital's 13F filing for Q1 2025, filed 17 Apr 2025.