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J.W. Cole Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

J.W. Cole Advisors’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
-4,667
Closed -$287K – 999
2024
Q3 		$287K Buy
+4,667
New +$282K 0.01% 789
2023
Q2 		– Sell
-15,711
Closed -$1.03M – 823
2023
Q1 		$1.03M Buy
+15,711
New +$1.01M 0.07% 280
2022
Q1 		– Sell
-14,610
Closed -$1.31M – 872
2021
Q4 		$1.31M Buy
+14,610
New +$1.3M 0.09% 248

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

J.W. Cole Advisors's VGLT Position: Q4 2024 in Review

J.W. Cole Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 4,667 shares — an estimated $287K sold.

J.W. Cole Advisors first reported a position in VGLT in Q4 2021 and held it in 3 quarters. The position peaked at $1.31M in Q4 2021. 410 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • J.W. Cole Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,667 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $287K.
  • J.W. Cole Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 3 quarters.
  • J.W. Cole Advisors's Vanguard Long-Term Treasury ETF position peaked at $1.31M in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.