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Legacy Private Trust’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Legacy Private Trust’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
-4,236
Closed -$261K – 248
2024
Q3 		$261K Sell
4,236
-260
-6% -$15.7K 0.02% 217
2024
Q2 		$259K Buy
+4,496
New +$257K 0.02% 211
2023
Q3 		– Sell
-9,428
Closed -$599K – 238
2023
Q2 		$599K Buy
9,428
+2,526
+37% +$162K 0.05% 158
2023
Q1 		$452K Sell
6,902
-596
-8% -$38.4K 0.04% 176
2022
Q4 		$462K Buy
7,498
+3,883
+107% +$241K 0.04% 177
2022
Q3 		$228K Buy
+3,615
New +$249K 0.02% 209

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
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

Legacy Private Trust's VGLT Position: Q4 2024 in Review

Legacy Private Trust sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 4,236 shares — an estimated $261K sold.

Legacy Private Trust first reported a position in VGLT in Q3 2022 and held it in 6 quarters. The position peaked at $599K in Q2 2023. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • Legacy Private Trust reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Private Trust sold 4,236 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $261K.
  • Legacy Private Trust first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and held it in 6 quarters.
  • Legacy Private Trust's Vanguard Long-Term Treasury ETF position peaked at $599K in Q2 2023.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Legacy Private Trust's 13F filing for Q4 2024, filed 8 Jan 2025.