Align Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Align Wealth Management’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
2022 Q4	$29.5M	Buy	+468,986	New	+$29.1M	24.96%	2

Other funds holding VGLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return

Align Wealth Management's VGLT Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q4 2022: 468,986 shares worth $29.5M. The stake represents 24.96% of the portfolio and ranks #2 among its holdings.

236 funds tracked by Wall St. Rank hold VGLT as of Q4 2022.

Align Wealth Management held 468,986 shares of Vanguard Long-Term Treasury ETF worth $29.5M as of Q4 2022.
Vanguard Long-Term Treasury ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Long-Term Treasury ETF made up 24.96% of Align Wealth Management's portfolio in Q4 2022, its #2 holding.
236 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.