CPA
VGLT icon

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

Clear Perspective 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
2021
Q4 		$537K Hold
6,000
– – 0.16% 93
2021
Q3 		$526K Hold
6,000
– – 0.18% 87
2021
Q2 		$526K Buy
+6,000
New +$510K 0.18% 84

Other funds holding VGLT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Clear Perspective Advisors's VGLT Position: Q4 2021 in Review

Clear Perspective Advisors held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q4 2021 at 6,000 shares worth $537K. The position accounts for 0.16% of the portfolio, ranked #93.

Clear Perspective Advisors first reported a position in VGLT in Q2 2021 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold VGLT as of Q4 2021.

  • Clear Perspective Advisors held 6,000 shares of Vanguard Long-Term Treasury ETF worth $537K as of Q4 2021.
  • Clear Perspective Advisors left its Vanguard Long-Term Treasury ETF share count unchanged in Q4 2021.
  • Vanguard Long-Term Treasury ETF made up 0.16% of Clear Perspective Advisors's portfolio in Q4 2021, its #93 holding.
  • Clear Perspective Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2021 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.