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Buckingham Strategic Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$356K Buy
6,169
+479
+8% +$27.4K ﹤0.01% 553
2024
Q1 		$337K Buy
+5,690
New +$337K ﹤0.01% 559

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

Buckingham Strategic Wealth's VGLT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 8.4% in Q2 2024, buying an estimated $27.4K and bringing the position to 6,169 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Buckingham Strategic Wealth first reported a position in VGLT in Q1 2024 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

  • Buckingham Strategic Wealth held 6,169 shares of Vanguard Long-Term Treasury ETF worth $356K as of Q2 2024.
  • Buckingham Strategic Wealth bought 479 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $27.4K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #553 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.