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Landmark Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Landmark Financial 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
2019
Q1 		– Sell
-139,630
Closed -$10.4M – 56
2018
Q4 		$10.4M Sell
139,630
-42,375
-23% -$3.02M 6.82% 4
2018
Q3 		$13.1M Sell
182,005
-39,005
-18% -$2.88M 7.81% 4
2018
Q2 		$16.5M Sell
221,010
-10,006
-4% -$736K 10.25% 3
2018
Q1 		$17.3M Sell
231,016
-13,433
-5% -$998K 10.87% 2
2017
Q4 		$19.1M Buy
244,449
+14,002
+6% +$1.08M 12.07% 2
2017
Q3 		$17.7M Buy
230,447
+10,179
+5% +$788K 11.97% 2
2017
Q2 		$17M Buy
220,268
+5,251
+2% +$400K 12.19% 2
2017
Q1 		$16M Buy
215,017
+54,779
+34% +$4.06M 11.92% 2
2016
Q4 		$11.8M Buy
160,238
+48,069
+43% +$3.71M 9.44% 3
2016
Q3 		$9.47M Buy
112,169
+76,473
+214% +$6.51M 8.06% 4
2016
Q2 		$3.04M Buy
35,696
+29,093
+441% +$2.36M 2.84% 10
2016
Q1 		$530K Buy
6,603
+2,109
+47% +$167K 0.54% 30
2015
Q4 		$335K Buy
+4,494
New +$339K 0.35% 34

Other funds holding VGLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Landmark Financial Advisors's VGLT Position: Q1 2019 in Review

Landmark Financial Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2019, closing a stake of 139,630 shares — an estimated $10.4M sold.

Landmark Financial Advisors first reported a position in VGLT in Q4 2015 and held it in 13 quarters. The position peaked at $19.1M in Q4 2017. 83 funds tracked by Wall St. Rank hold VGLT as of Q1 2019.

  • Landmark Financial Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Landmark Financial Advisors sold 139,630 Vanguard Long-Term Treasury ETF shares in Q1 2019, an estimated $10.4M.
  • Landmark Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2015 and held it in 13 quarters.
  • Landmark Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $19.1M in Q4 2017.
  • 83 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2019.

Based on Landmark Financial Advisors's 13F filing for Q1 2019, filed 2 May 2019.