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

FinTrust Capital 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
Q3 		$308 Hold
5
– – ﹤0.01% 1329
2024
Q2 		$289 Hold
5
– – ﹤0.01% 1328
2024
Q1 		$297 Hold
5
– – ﹤0.01% 1225
2023
Q4 		$308 Buy
+5
New +$283 ﹤0.01% 1207

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

FinTrust Capital Advisors's VGLT Position: Q3 2024 in Review

FinTrust Capital Advisors held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q3 2024 at 5 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

FinTrust Capital Advisors first reported a position in VGLT in Q4 2023 and has held it in 4 quarters since. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

  • FinTrust Capital Advisors held 5 shares of Vanguard Long-Term Treasury ETF worth $308 as of Q3 2024.
  • FinTrust Capital Advisors left its Vanguard Long-Term Treasury ETF share count unchanged in Q3 2024.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1329 holding.
  • FinTrust Capital Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 4 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.