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Independent Advisor Alliance’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-6,624
Closed -$382K – 760
2024
Q2 		$382K Buy
6,624
+2,087
+46% +$119K 0.01% 513
2024
Q1 		$269K Buy
+4,537
New +$268K 0.01% 598

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Independent Advisor Alliance's VGLT Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2024, closing a stake of 6,624 shares — an estimated $382K sold.

Independent Advisor Alliance first reported a position in VGLT in Q1 2024 and held it in 2 quarters. The position peaked at $382K in Q2 2024. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,624 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $382K.
  • Independent Advisor Alliance first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Vanguard Long-Term Treasury ETF position peaked at $382K in Q2 2024.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.