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

Heck 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 Q1	–	Sell	-299	Closed	-$18.4K	–	205
2023 Q4	$18.4K	Sell	299 -60,029	-100%	-$3.39M	﹤0.01%	170
2023 Q3	$3.35M	Sell	60,328 -104,526	-63%	-$6.24M	0.62%	44
2023 Q2	$10.5M	Buy	164,854 +6,139	+4%	+$394K	1.8%	17
2023 Q1	$10.4M	Buy	158,715 +2,538	+2%	+$164K	2%	16
2022 Q4	$9.62M	Buy	+156,177	New	+$9.71M	1.86%	20
2022 Q2	–	Sell	-56,036	Closed	-$4.51M	–	160
2022 Q1	$4.51M	Buy	56,036 +1,610	+3%	+$135K	0.81%	31
2021 Q4	$4.87M	Buy	54,426 +13,688	+34%	+$1.22M	0.88%	29
2021 Q3	$3.57M	Buy	40,738 +495	+1%	+$44.6K	0.71%	34
2021 Q2	$3.53M	Buy	40,243 +1,046	+3%	+$88.9K	0.7%	32
2021 Q1	$3.25M	Buy	+39,197	New	+$3.46M	0.72%	29

Other funds holding VGLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

Heck Capital Advisors's VGLT Position: Q1 2024 in Review

Heck Capital Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 299 shares — an estimated $18.4K sold.

Heck Capital Advisors first reported a position in VGLT in Q1 2021 and held it in 10 quarters. The position peaked at $10.5M in Q2 2023. 362 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

Heck Capital Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Heck Capital Advisors sold 299 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $18.4K.
Heck Capital Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and held it in 10 quarters.
Heck Capital Advisors's Vanguard Long-Term Treasury ETF position peaked at $10.5M in Q2 2023.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Heck Capital Advisors's 13F filing for Q1 2024, filed 19 May 2025.