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

Bartlett & 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
2023
Q4 		$142K Buy
2,290
+2,258
+7,056% +$128K ﹤0.01% 524
2023
Q3 		$2K Hold
32
– – ﹤0.01% 1084
2023
Q2 		$2K Buy
+32
New +$2.05K ﹤0.01% 1073

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bartlett & Co's VGLT Position: Q4 2023 in Review

Bartlett & Co increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 7,056% in Q4 2023, buying an estimated $128K and bringing the position to 2,290 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Bartlett & Co first reported a position in VGLT in Q2 2023 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

  • Bartlett & Co held 2,290 shares of Vanguard Long-Term Treasury ETF worth $142K as of Q4 2023.
  • Bartlett & Co bought 2,258 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $128K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #524 holding.
  • Bartlett & Co first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.