BFCFSI
VCLT icon

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$33.1K Hold
440
– – ﹤0.01% 1097
2026
Q1 		$32.9K Sell
440
-945
-68% -$71.8K ﹤0.01% 1125
2025
Q4 		$105K Hold
1,385
– – 0.01% 753
2025
Q3 		$108K Sell
1,385
-1,110
-44% -$84.4K 0.02% 691
2025
Q2 		$189K Hold
2,495
– – 0.03% 483
2025
Q1 		$189K Sell
2,495
-605
-20% -$45.7K 0.03% 499
2024
Q4 		$232K Sell
3,100
-2,098
-40% -$163K 0.04% 399
2024
Q3 		$422K Buy
+5,198
New +$411K 0.07% 268

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
Meiji Yasuda Life Insurance
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
Allianz
Allianz Munich, Germany $9.49B AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Investment Management Company
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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s VCLT Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its Vanguard Long-Term Corporate Bond ETF (VCLT) position steady in Q2 2026 at 440 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in VCLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $422K in Q3 2024. 364 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 440 shares of Vanguard Long-Term Corporate Bond ETF worth $33.1K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. 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 BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1097 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Vanguard Long-Term Corporate Bond ETF position peaked at $422K in Q3 2024.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.