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Vanguard Long Term Corporate Bond ETF shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Vanguard Long Term Corporate Bond ETF (VCLT) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Vanguard Long Term Corporate Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Long Term Corporate Bond ETF held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Long Term Corporate Bond ETF by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $215k 2.7k 78.21
2023-12-31 $218k 2.7k 80.06
2023-03-31 $0 25k 0.00
2021-06-30 $66k 614 107.49
2021-03-31 $62k 614 100.98

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Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awre Usd Etf (SUSC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Summit Wealth Group

Top funds holding Vanguard Long Term Corporate Bond ETF

Vanguard Group
Bank of America Corporation
Allianz Investment Management U.S
Royal Bank of Canada
Dai-Ichi Life Insurance Company
Assetmark
Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
UBS Group
NISA Investment Advisors
P-Solve
Branch Banking & Trust Company
Allspring Global Investments Holdings
NYL Investors
Conning

View all funds holding Vanguard Long Term Corporate Bond ETF