Financial & Tax Architects’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Financial & Tax Architects’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 Q4	–	Sell	-145,193	Closed	-$8.94M	–	107
2024 Q3	$8.94M	Buy	+145,193	New	+$8.77M	2.3%	11
2021 Q4	–	Sell	-3,584	Closed	-$314K	–	105
2021 Q3	$314K	Sell	3,584 -6,039	-63%	-$544K	0.14%	91
2021 Q2	$844K	Buy	9,623 +5,001	+108%	+$425K	0.41%	54
2021 Q1	$383K	Buy	+4,622	New	+$408K	0.21%	78

Other funds holding VGLT

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Financial & Tax Architects's VGLT Position: Q4 2024 in Review

Financial & Tax Architects sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 145,193 shares — an estimated $8.94M sold.

Financial & Tax Architects first reported a position in VGLT in Q1 2021 and held it in 4 quarters. The position peaked at $8.94M in Q3 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

Financial & Tax Architects reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Financial & Tax Architects sold 145,193 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $8.94M.
Financial & Tax Architects first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and held it in 4 quarters.
Financial & Tax Architects's Vanguard Long-Term Treasury ETF position peaked at $8.94M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Financial & Tax Architects's 13F filing for Q4 2024, filed 15 Jan 2025.