Anderson Hoagland & Co’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Anderson Hoagland & Co’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
2024 Q4	–	Sell	-214,448	Closed	-$12.9M	–	143
2024 Q3	$12.9M	Buy	214,448 +3,015	+1%	+$182K	1.31%	20
2024 Q2	$12.3M	Sell	211,433 -2,391	-1%	-$137K	1.29%	20
2024 Q1	$12.1M	Buy	213,824 +2,266	+1%	+$134K	1.36%	19
2023 Q4	$12.6M	Buy	211,558 +189,290	+850%	+$10.7M	1.54%	18
2023 Q3	$1.24M	Buy	22,268 +9,047	+68%	+$540K	0.17%	93
2023 Q2	$840K	Buy	+13,221	New	+$848K	0.11%	96

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Anderson Hoagland & Co's VGLT Position: Q4 2024 in Review

Anderson Hoagland & Co sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 214,448 shares — an estimated $12.9M sold.

Anderson Hoagland & Co first reported a position in VGLT in Q2 2023 and held it in 6 quarters. The position peaked at $12.9M in Q3 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

Anderson Hoagland & Co reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Anderson Hoagland & Co sold 214,448 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $12.9M.
Anderson Hoagland & Co first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and held it in 6 quarters.
Anderson Hoagland & Co's Vanguard Long-Term Treasury ETF position peaked at $12.9M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Anderson Hoagland & Co's 13F filing for Q4 2024, filed 21 Jan 2025.