LYNX CAPITAL GROUP LTD /ADV’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
2023 Q4	$387K	Buy	+6,290	New	+$355K	0.28%	67

Other funds holding VGLT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's VGLT Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023: 6,290 shares worth $387K. The stake represents 0.28% of the portfolio and ranks #67 among its holdings.

353 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 6,290 shares of Vanguard Long-Term Treasury ETF worth $387K as of Q4 2023.
Vanguard Long-Term Treasury ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
Vanguard Long-Term Treasury ETF made up 0.28% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #67 holding.
353 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.