Transcendent Capital Group LLC VCLT — VANGUARD LONG-TERM CORPORATE BOND ETF

Ownership history in Transcendent Capital Group LLC  ·  10 quarters on record

AI Ownership Summary

Transcendent Capital Group LLC reported VANGUARD LONG-TERM CORPORATE BOND ETF (VCLT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.02% in 2023 Q4. The latest visible filing shows VCLT at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Transcendent Capital Group LLC's position in VANGUARD LONG-TERM CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VCLT was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VCLT stock page Transcendent Capital Group LLC fund profile Transcendent Capital Group LLC full holdings
How Transcendent Capital Group LLC held VCLT — position size vs. price
% of Fund (quarterly)    VCLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,437 +500 +1.5% 1.17% $2.6M 2026-04-27 $74.66
2025 Q4 ADDED — — — 33,937 +507 +1.5% 1.17% $2.6M 2026-01-26 $75.48
2025 Q3 REDUCED — — — 33,430 -91 -0.3% 1.16% $2.6M 2025-11-04 $74.85
2025 Q2 ADDED — — — 33,521 +55 +0.2% 1.31% $2.5M 2025-07-25 $71.88
2025 Q1 ADDED — — — 33,466 +549 +1.7% 1.43% $2.5M 2025-05-02 $69.62
2024 Q4 REDUCED 6.1% +2.4% ❌ 32,917 -2,129 -6.1% 1.27% $2.5M 2025-02-04 $70.31
2024 Q3 REDUCED 16.7% -6.0% ✅ 35,046 -7,042 -16.7% 1.46% $2.8M 2024-11-01 $70.36
2024 Q2 ADDED — — — 42,088 +4,247 +11.2% 1.84% $3.2M 2024-07-24 $68.84
2024 Q1 UNCHANGED — — — 37,841 — 0% 2.02% $3.0M 2024-04-22 $66.61
2023 Q4 INITIATED — — — 37,841 — — 2.02% $3.0M 2024-03-01 $68.85

🏢 Other funds also holding VCLT

As of 2026 Q1 — sorted by position size

NYL Investors LLC 3Y 7Y 18.15% Employees' Retirement Fund of the City of Fort Worth 14.97% GLOBE LIFE INC. 3Y 7Y 13.82% RHL GROUP, LLC 10.52% DOW CHEMICAL CO /DE/ 3Y 7Y 10.51% Davidson Capital Management Inc. 3Y 9.56% SWAN Capital LLC 3Y 7.64% Meiji Yasuda Life Insurance Co 3Y 7Y 7.23% LeConte Wealth Management, LLC 5.84% Prospect Financial Services LLC 5.78%

FAQ About Transcendent Capital Group LLC and VCLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Transcendent Capital Group LLC reported owning VCLT?

Transcendent Capital Group LLC reported VCLT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VCLT position in Transcendent Capital Group LLC's portfolio?

The largest reported portfolio weight for VCLT was 2.02% in 2023 Q4.

What is the latest reported VCLT position on this page?

The most recent filing on this page is 2026 Q1, when Transcendent Capital Group LLC reported 34,437 shares, equal to 1.17% of portfolio, with an estimated market value of $2.6M.

What does the chart on this VCLT ownership page compare?

The chart compares Transcendent Capital Group LLC's quarterly VCLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Transcendent Capital Group LLC time their VCLT position?

Based on 13F filing dates vs. subsequent VCLT price moves, Transcendent Capital Group LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on VCLT relative to SPY over the holding period was -12.1%.

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