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Belvedere Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Belvedere Advisors’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
2019
Q2 		$4K Sell
45
-955
-96% -$74.6K 0.12% 27
2019
Q1 		$77K Buy
+1,000
New +$74.8K 0.99% 27

Other funds holding VGLT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Belvedere Advisors's VGLT Position: Q2 2019 in Review

Belvedere Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 96% in Q2 2019, selling an estimated $74.6K and leaving 45 shares worth $4K. The position accounts for 0.12% of the portfolio, ranked #27.

Belvedere Advisors first reported a position in VGLT in Q1 2019 and has held it in 2 quarters since. The position peaked at $77K in Q1 2019. 95 funds tracked by Wall St. Rank hold VGLT as of Q2 2019.

  • Belvedere Advisors held 45 shares of Vanguard Long-Term Treasury ETF worth $4K as of Q2 2019.
  • Belvedere Advisors sold 955 Vanguard Long-Term Treasury ETF shares in Q2 2019, an estimated $74.6K.
  • Vanguard Long-Term Treasury ETF made up 0.12% of Belvedere Advisors's portfolio in Q2 2019, its #27 holding.
  • Belvedere Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's Vanguard Long-Term Treasury ETF position peaked at $77K in Q1 2019.
  • 95 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.