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Carmichael Hill & Associates’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Carmichael Hill & Associates’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
Q3 		$34.8K Hold
565
– – 0.01% 425
2024
Q2 		$32.6K Buy
565
+475
+528% +$27.2K 0.01% 411
2024
Q1 		$5.33K Buy
+90
New +$5.32K ﹤0.01% 630

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

Carmichael Hill & Associates's VGLT Position: Q3 2024 in Review

Carmichael Hill & Associates held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q3 2024 at 565 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #425.

Carmichael Hill & Associates first reported a position in VGLT in Q1 2024 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

  • Carmichael Hill & Associates held 565 shares of Vanguard Long-Term Treasury ETF worth $34.8K as of Q3 2024.
  • Carmichael Hill & Associates left its Vanguard Long-Term Treasury ETF share count unchanged in Q3 2024.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #425 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.