Destiny Wealth Buys $13 Million of Vanguard Long-Term Corporate Bond ETF

Source The Motley Fool

Key Points

  • Bought 163,615 shares; estimated transaction value of $12.6 million based on quarterly average price.

  • Quarter-end position value increased by $12.6 million, reflecting the full valuation shift including price moves.

  • Position change represented a 1.4% increase relative to 13F reportable assets under management (AUM).

  • Post-trade holding: 163,615 shares, valued at $12.6 million.

  • New stake places the Vanguard Long-Term Corporate Bond ETF (VCLT) outside Destiny Wealth Partners’ top five positions by reported value.

  • 10 stocks we like better than Vanguard Long-Term Corporate Bond ETF ›

On Feb. 2, 2026, Destiny Wealth Partners, LLC disclosed a new position in Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF (VCLT), acquiring 163,615 shares in an estimated $12.57 million trade based on quarterly average pricing.

What happened

According to a filing with the Securities and Exchange Commission dated Feb. 2, 2026, Destiny Wealth Partners, LLC established a new position in Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF (VCLT), acquiring 163,615 shares. The estimated transaction value was $12.57 million, calculated using the quarterly-average-price methodology. The new stake resulted in a quarter-end position value of $12.57 million, which reflects both purchase activity and price changes during the period.

What else to know

  • The VCLT position is new and represents 1.4% of Destiny Wealth Partners’ $871 million in reportable U.S. equity assets as of Dec. 31, 2025.
  • Top five holdings after the filing:
    • NYSEMKT:VUG: $43.5 million (5.0% of AUM)
    • NYSEMKT:JCPB: $40.7 million (4.7% of AUM)
    • NYSEMKT:DFLV: $36.9 million (4.2% of AUM)
    • NYSEMKT:JAAA: $35.9 million (4.1% of AUM)
    • NASDAQ:GOOGL: $28.7 million (3.3% of AUM)
  • As of Feb. 2, 2026, VCLT shares were priced at $75.80, up 7.2% over the past year but trailing the S&P 500 by 9.83 percentage points.
  • The fund’s annualized dividend yield stood at 5.52% as of Feb. 3, 2026; shares were priced 4.39% below their 52-week high.

ETF overview

MetricValue
Dividend Yield5.52%
Price (as of market close 2/3/26)N/A
1-Year Total Return6.19%

ETF snapshot

  • Investment strategy: Seeks to track the Bloomberg U.S. 10+ Year Corporate Bond Index, focusing on investment-grade, fixed-rate, taxable securities with maturities greater than 10 years.
  • Portfolio composition: Holds a diversified basket of U.S. dollar-denominated corporate bonds issued by industrial, utility, and financial companies.
  • Fund structure: Passively managed ETF designed for long-term fixed income exposure.

Vanguard Long-Term Corporate Bond ETF (VCLT) provides investors with targeted exposure to the long-duration segment of the U.S. investment-grade corporate bond market. The fund employs an indexing approach, offering broad diversification and efficient access to high-quality corporate debt instruments. Its low-cost structure and focus on long-term bonds make it suitable for investors seeking income and duration in a single, liquid vehicle.

What this transaction means for investors

Destiny Wealth Partners offers tailored investment management for clients, so there can be many reasons for its buys/sells in any period. The firm was increasing its stakes in some of its top stock and bond fund holdings in the quarter, including a small position in VCLT.

This reflects a balanced investment strategy of growth and income, which may appeal to investors looking to maintain exposure to the current bull market while boosting passive income to reduce volatility.

The addition of VCLT could benefit in the near term if interest rates fall. Bond prices move inversely to rates, and the Federal Reserve has already cut rates twice in the fourth quarter. With a new Fed Chair stepping in this year, there are expectations for further rate cuts in 2026. This is leading some investors to lock in higher yields now by buying quality bond funds.

Should you buy stock in Vanguard Long-Term Corporate Bond ETF right now?

Before you buy stock in Vanguard Long-Term Corporate Bond ETF, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard Long-Term Corporate Bond ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $431,111!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,521!*

Now, it’s worth noting Stock Advisor’s total average return is 906% — a market-crushing outperformance compared to 195% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of February 4, 2026.

John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Vanguard Index Funds - Vanguard Growth ETF. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
placeholder
Ethereum (ETH) Price Closes Above $3,900 — Is a New All-Time High Possible Before 2024 Ends?Once again, the price of Ethereum (ETH) has risen above $3,900. This bounce has hinted at a further price increase for the altcoin before the end of the year.
Author  Beincrypto
Dec 17, 2024
Once again, the price of Ethereum (ETH) has risen above $3,900. This bounce has hinted at a further price increase for the altcoin before the end of the year.
placeholder
Markets in 2026: Will gold, Bitcoin, and the U.S. dollar make history again? — These are how leading institutions thinkAfter a turbulent 2025, what lies ahead for commodities, forex, and cryptocurrency markets in 2026?
Author  Insights
Dec 25, 2025
After a turbulent 2025, what lies ahead for commodities, forex, and cryptocurrency markets in 2026?
placeholder
Analyst Flags XRP as Market’s ‘Best Risk/Reward’ Play as Token Tests Critical $1.60 SupportCrypto analyst Scott Melker identifies a prime risk/reward setup for XRP as it tests key support at $1.60, offering a tight stop-loss against potential upside targets near $2.00.
Author  Mitrade
Feb 03, Tue
Crypto analyst Scott Melker identifies a prime risk/reward setup for XRP as it tests key support at $1.60, offering a tight stop-loss against potential upside targets near $2.00.
placeholder
Bitcoin Reaches ‘Fire-Sale’ Valuations as ETF Outflows Jump, Says BitwiseBitcoin’s two-year rolling MVRV z-score has dropped to its lowest level ever, pointing to extreme undervaluation.
Author  Mitrade
Feb 03, Tue
Bitcoin’s two-year rolling MVRV z-score has dropped to its lowest level ever, pointing to extreme undervaluation.
placeholder
Gold rallies further beyond $5,050 amid flight to safety, dovish Fed expectationsGold (XAU/USD) attracts follow-through buying for the second consecutive day and surges past the $5,000 psychological mark during the Asian session on Wednesday amid the global flight to safety.
Author  FXStreet
15 hours ago
Gold (XAU/USD) attracts follow-through buying for the second consecutive day and surges past the $5,000 psychological mark during the Asian session on Wednesday amid the global flight to safety.
goTop
quote