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Gladstone Institutional Advisory’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-217,454
Closed -$14.2M – 714
2023
Q1 		$14.2M Buy
217,454
+97,496
+81% +$6.29M 0.92% 15
2022
Q4 		$7.39M Buy
+119,958
New +$7.46M 0.52% 36

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Gladstone Institutional Advisory's VGLT Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2023, closing a stake of 217,454 shares — an estimated $14.2M sold.

Gladstone Institutional Advisory first reported a position in VGLT in Q4 2022 and held it in 2 quarters. The position peaked at $14.2M in Q1 2023. 286 funds tracked by Wall St. Rank hold VGLT as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 217,454 Vanguard Long-Term Treasury ETF shares in Q2 2023, an estimated $14.2M.
  • Gladstone Institutional Advisory first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Vanguard Long-Term Treasury ETF position peaked at $14.2M in Q1 2023.
  • 286 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.