Ladenburg Thalmann Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$7.99M	Buy	121,807 +42	+0%	+$2.79K	0.05%	354
2019 Q3	$8.12M	Buy	121,765 +107,088	+730%	+$7.11M	0.06%	329
2019 Q2	$967K	Buy	14,677 +2,608	+22%	+$169K	0.01%	1260
2019 Q1	$778K	Sell	12,069 -17,050	-59%	-$1.08M	0.01%	1353
2018 Q4	$1.85M	Buy	29,119 +18,743	+181%	+$1.17M	0.02%	705
2018 Q3	$645K	Buy	10,376 +1,692	+19%	+$106K	0.01%	1423
2018 Q2	$548K	Hold	8,684	–	–	0.01%	1491
2018 Q1	$548K	Sell	8,684 -758	-8%	-$47.7K	0.01%	1491
2017 Q4	$604K	Buy	9,442 +109	+1%	+$7.01K	0.01%	1408
2017 Q3	$603K	Sell	9,333 -250	-3%	-$16.2K	0.01%	1326
2017 Q2	$620K	Buy	9,583 +3,315	+53%	+$215K	0.01%	1248
2017 Q1	$403K	Sell	6,268 -11,700	-65%	-$750K	0.01%	1440
2016 Q4	$1.15M	Sell	17,968 -275	-2%	-$17.9K	0.02%	775
2016 Q3	$1.22M	Sell	18,243 -3,446	-16%	-$230K	0.02%	689
2016 Q2	$1.46M	Buy	21,689 +2,422	+13%	+$161K	0.02%	590
2016 Q1	$1.28M	Buy	19,267 +8,490	+79%	+$558K	0.02%	590
2015 Q4	$694K	Sell	10,777 -1,630	-13%	-$106K	0.01%	852
2015 Q3	$813K	Sell	12,407 -23,724	-66%	-$1.54M	0.02%	732
2015 Q2	$2.33M	Buy	36,131 +11,249	+45%	+$729K	0.04%	385
2015 Q1	$1.63M	Buy	24,882 +19,042	+326%	+$1.24M	0.03%	485
2014 Q4	$376K	Buy	5,840 +1,260	+28%	+$81.2K	0.01%	1068
2014 Q3	$292K	Hold	4,580	–	–	0.01%	1027
2014 Q2	$293K	Buy	+4,580	New	+$292K	0.01%	1004
2013 Q4	–	Sell	-263	Closed	-$17K	–	3857
2013 Q3	$17K	Buy	263 +121	+85%	+$7.66K	﹤0.01%	2563
2013 Q2	$9K	Buy	+142	New	+$9.24K	﹤0.01%	2792

Other funds holding VGIT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's VGIT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.03% in Q4 2019, buying an estimated $2.79K and bringing the position to 121,807 shares worth $7.99M. The position accounts for 0.05% of the portfolio, ranked #354.

Ladenburg Thalmann Financial Services first reported a position in VGIT in Q2 2013 and has held it in 25 quarters since. The position peaked at $8.12M in Q3 2019. 233 funds tracked by Wall St. Rank hold VGIT as of Q4 2019.

Ladenburg Thalmann Financial Services held 121,807 shares of Vanguard Intermediate-Term Treasury ETF worth $7.99M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 42 Vanguard Intermediate-Term Treasury ETF shares in Q4 2019, an estimated $2.79K.
Vanguard Intermediate-Term Treasury ETF made up 0.05% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #354 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2013 and has held it in 25 quarters since.
Ladenburg Thalmann Financial Services's Vanguard Intermediate-Term Treasury ETF position peaked at $8.12M in Q3 2019.
233 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.