First National Bank of South Miami’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

First National Bank of South Miami’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 Q2	$170K	Buy	2,671 +599	+29%	+$38.4K	0.14%	135
2023 Q1	$136K	Buy	2,072 +121	+6%	+$7.8K	0.11%	148
2022 Q4	$120K	Buy	1,951 +657	+51%	+$40.8K	0.09%	159
2022 Q3	$81K	Sell	1,294 -20	-2%	-$1.38K	0.06%	175
2022 Q2	$92K	Buy	1,314 +451	+52%	+$32.4K	0.06%	177
2022 Q1	$69K	Sell	863 -10	-1%	-$836	0.04%	205
2021 Q4	$78K	Buy	873 +158	+22%	+$14.1K	0.05%	195
2021 Q3	$63K	Buy	715 +53	+8%	+$4.78K	0.04%	196
2021 Q2	$58K	Buy	+662	New	+$56.2K	0.04%	203

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

First National Bank of South Miami's VGLT Position: Q2 2023 in Review

First National Bank of South Miami increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 29% in Q2 2023, buying an estimated $38.4K and bringing the position to 2,671 shares worth $170K. The position accounts for 0.14% of the portfolio, ranked #135.

First National Bank of South Miami first reported a position in VGLT in Q2 2021 and has held it in 9 quarters since. 286 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

First National Bank of South Miami held 2,671 shares of Vanguard Long-Term Treasury ETF worth $170K as of Q2 2023.
First National Bank of South Miami bought 599 Vanguard Long-Term Treasury ETF shares in Q2 2023, an estimated $38.4K.
Vanguard Long-Term Treasury ETF made up 0.14% of First National Bank of South Miami's portfolio in Q2 2023, its #135 holding.
First National Bank of South Miami first reported a position in Vanguard Long-Term Treasury ETF in Q2 2021 and has held it in 9 quarters since.
286 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.