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Hunter Associates Investment Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Hunter Associates Investment Management’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
Q3 		– Sell
-9,650
Closed -$613K – 262
2023
Q2 		$613K Hold
9,650
– – 0.12% 150
2023
Q1 		$632K Buy
9,650
+800
+9% +$51.6K 0.14% 130
2022
Q4 		$545K Buy
8,850
+1,450
+20% +$90.1K 0.13% 130
2022
Q3 		$466K Sell
7,400
-207
-3% -$14.3K 0.12% 136
2022
Q2 		$534K Buy
7,607
+716
+10% +$51.5K 0.13% 124
2022
Q1 		$554K Buy
6,891
+557
+9% +$46.6K 0.18% 82
2021
Q4 		$566K Buy
6,334
+400
+7% +$35.6K 0.16% 87
2021
Q3 		$520K Buy
+5,934
New +$535K 0.17% 83
2020
Q4 		– Sell
-8,803
Closed -$877K – 204
2020
Q3 		$877K Sell
8,803
-380
-4% -$38.4K 0.24% 81
2020
Q2 		$919K Buy
+9,183
New +$923K 0.27% 76

Other funds holding VGLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hunter Associates Investment Management's VGLT Position: Q3 2023 in Review

Hunter Associates Investment Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2023, closing a stake of 9,650 shares — an estimated $613K sold.

Hunter Associates Investment Management first reported a position in VGLT in Q2 2020 and held it in 10 quarters. The position peaked at $919K in Q2 2020. 291 funds tracked by Wall St. Rank hold VGLT as of Q3 2023.

  • Hunter Associates Investment Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Hunter Associates Investment Management sold 9,650 Vanguard Long-Term Treasury ETF shares in Q3 2023, an estimated $613K.
  • Hunter Associates Investment Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and held it in 10 quarters.
  • Hunter Associates Investment Management's Vanguard Long-Term Treasury ETF position peaked at $919K in Q2 2020.
  • 291 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2023.

Based on Hunter Associates Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.