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

Independent Financial 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
Q2 		– Sell
-2,000
Closed -$202K – 508
2020
Q1 		$202K Buy
+2,000
New +$183K 0.06% 339

Other funds holding VGLT

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Independent Financial Group's VGLT Position: Q2 2020 in Review

Independent Financial Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2020, closing a stake of 2,000 shares — an estimated $202K sold.

Independent Financial Group first reported a position in VGLT in Q1 2020 and held it in 1 quarter. The position peaked at $202K in Q1 2020. 118 funds tracked by Wall St. Rank hold VGLT as of Q2 2020.

  • Independent Financial Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 2,000 Vanguard Long-Term Treasury ETF shares in Q2 2020, an estimated $202K.
  • Independent Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's Vanguard Long-Term Treasury ETF position peaked at $202K in Q1 2020.
  • 118 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.