DFPG Investments’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

DFPG Investments’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
2023 Q4	$1.37M	Buy	22,273 +942	+4%	+$53.2K	0.11%	182
2023 Q3	$1.17M	Buy	21,331 +11,294	+113%	+$675K	0.11%	182
2023 Q2	$639K	Buy	10,037 +4,367	+77%	+$280K	0.06%	320
2023 Q1	$371K	Buy	+5,670	New	+$366K	0.04%	391

Other funds holding VGLT

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

DFPG Investments's VGLT Position: Q4 2023 in Review

DFPG Investments increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 4.4% in Q4 2023, buying an estimated $53.2K and bringing the position to 22,273 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #182.

DFPG Investments first reported a position in VGLT in Q1 2023 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

DFPG Investments held 22,273 shares of Vanguard Long-Term Treasury ETF worth $1.37M as of Q4 2023.
DFPG Investments bought 942 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $53.2K.
Vanguard Long-Term Treasury ETF made up 0.11% of DFPG Investments's portfolio in Q4 2023, its #182 holding.
DFPG Investments first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 4 quarters since.
352 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.