Independent Wealth Network’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Independent Wealth Network’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 Q4	–	Sell	-5,098	Closed	-$314K	–	251
2024 Q3	$314K	Buy	5,098 +141	+3%	+$8.52K	0.14%	165
2024 Q2	$286K	Sell	4,957 -88	-2%	-$5.03K	0.13%	174
2024 Q1	$299K	Buy	5,045 +5	+0.1%	+$296	0.14%	167
2023 Q4	$310K	Buy	5,040 +694	+16%	+$39.2K	0.16%	148
2023 Q3	$241K	Buy	+4,346	New	+$260K	0.15%	163

Other funds holding VGLT

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

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Independent Wealth Network's VGLT Position: Q4 2024 in Review

Independent Wealth Network sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 5,098 shares — an estimated $314K sold.

Independent Wealth Network first reported a position in VGLT in Q3 2023 and held it in 5 quarters. The position peaked at $314K in Q3 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

Independent Wealth Network reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Independent Wealth Network sold 5,098 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $314K.
Independent Wealth Network first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 5 quarters.
Independent Wealth Network's Vanguard Long-Term Treasury ETF position peaked at $314K in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Independent Wealth Network's 13F filing for Q4 2024, filed 17 Jan 2025.