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Ahrens Investment Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Ahrens Investment Partners’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$196K Buy
+2,992
New +$193K 0.1% 146
2022
Q1 		– Sell
-50
Closed -$4K – 1129
2021
Q4 		$4K Buy
+50
New +$4.46K ﹤0.01% 920

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners's VGLT Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q1 2023: 2,992 shares worth $196K. The stake represents 0.1% of the portfolio and ranks #146 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VGLT as recently as Q4 2021.

Ahrens Investment Partners first reported a position in VGLT in Q4 2021 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold VGLT as of Q1 2023.

  • Ahrens Investment Partners held 2,992 shares of Vanguard Long-Term Treasury ETF worth $196K as of Q1 2023.
  • Vanguard Long-Term Treasury ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Vanguard Long-Term Treasury ETF made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #146 holding.
  • Ahrens Investment Partners first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.