Francis Financial, Inc. Vanguard Lg Trm Corp Bd ETF Transaction History

Francis Financial, Inc.

$353 Million
Q2 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	SELL	$73.11 - $77.43 $18.2 Million - $19.3 Million	-248,799 Reduced 97.14%	7,328 $556,000
Q4 2024 Feb 14, 2025	BUY	$74.68 - $81.45 $2.23 Million - $2.43 Million	29,827 Added 13.18%	256,127 $19.2 Million
Q3 2024 Nov 01, 2024	BUY	$74.85 - $82.2 $4 Million - $4.39 Million	53,434 Added 30.91%	226,300 $18.4 Million
Q2 2024 Jul 12, 2024	BUY	$73.79 - $77.66 $2.49 Million - $2.62 Million	33,759 Added 24.27%	172,866 $13.1 Million
Q1 2024 Apr 17, 2024	BUY	$76.25 - $80.1 $8.62 Million - $9.05 Million	113,007 Added 432.98%	139,107 $10.9 Million
Q4 2023 Jan 18, 2024	BUY	$67.66 - $81.06 $1.77 Million - $2.12 Million	26,100 New	26,100 $2.09 Million

Others Institutions Holding VCLT

# of Institutions

374

Shares Held

138M

Call Options Held

122K

Put Options Held

61.8K

Prudential PLC London, England, X0

84.6M
Shares

$6.4 Billion
32.71% of portfolio
Morgan Stanley New York, NY

5.83M
Shares

$441 Million
0.03% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

2.83M
Shares

$214 Million
4.31% of portfolio
State Of Tennessee, Treasury Department Nashville, TN

2.72M
Shares

$206 Million
0.81% of portfolio
Allianz Investment Management U.S. LLC Minneapolis, MN

2.42M
Shares

$183 Million
10.83% of portfolio

About VANGUARD LG-TRM CORP BD ETF

Ticker VCLT
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