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

FormulaFolio 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
2021
Q2 		$46K Hold
521
– – 0.02% 148
2021
Q1 		$44K Buy
+521
New +$46K 0.01% 148

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

FormulaFolio Investments's VGLT Position: Q2 2021 in Review

FormulaFolio Investments held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2021 at 521 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #148.

FormulaFolio Investments first reported a position in VGLT in Q1 2021 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold VGLT as of Q2 2021.

  • FormulaFolio Investments held 521 shares of Vanguard Long-Term Treasury ETF worth $46K as of Q2 2021.
  • FormulaFolio Investments left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2021.
  • Vanguard Long-Term Treasury ETF made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #148 holding.
  • FormulaFolio Investments first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.