Houlihan Financial Resource Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$128K	Buy	+1,350	New	+$137K	0.07%	115

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Houlihan Financial Resource Group's VGLT Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q3 2020: 1,350 shares worth $128K. The stake represents 0.07% of the portfolio and ranks #115 among its holdings.

141 funds tracked by Wall St. Rank hold VGLT as of Q3 2020.

Houlihan Financial Resource Group held 1,350 shares of Vanguard Long-Term Treasury ETF worth $128K as of Q3 2020.
Vanguard Long-Term Treasury ETF was a new Houlihan Financial Resource Group position in Q3 2020.
Vanguard Long-Term Treasury ETF made up 0.07% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #115 holding.
141 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.