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

Cetera 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
2024 Q1	$355K	Buy	+5,985	New	+$354K	﹤0.01%	1829
2020 Q2	–	Sell	-2,973	Closed	-$300K	–	961
2020 Q1	$300K	Buy	+2,973	New	+$272K	0.02%	596
2019 Q2	–	Sell	-159	Closed	-$12K	–	1275
2019 Q1	$12K	Sell	159 -6,235	-98%	-$467K	﹤0.01%	1126
2018 Q4	$478K	Hold	6,394	–	–	0.03%	490
2018 Q3	$462K	Buy	+6,394	New	+$472K	0.02%	595

Other funds holding VGLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Advisors's VGLT Position: Q1 2024 in Review

Cetera Advisors opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024: 5,985 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #1829 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in VGLT as recently as Q1 2020.

Cetera Advisors first reported a position in VGLT in Q3 2018 and has held it in 5 quarters since. The position peaked at $478K in Q4 2018. 362 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

Cetera Advisors held 5,985 shares of Vanguard Long-Term Treasury ETF worth $355K as of Q1 2024.
Vanguard Long-Term Treasury ETF was a new Cetera Advisors position in Q1 2024.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1829 holding.
Cetera Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2018 and has held it in 5 quarters since.
Cetera Advisors's Vanguard Long-Term Treasury ETF position peaked at $478K in Q4 2018.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.