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Mader & Shannon Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Mader & Shannon Wealth Management’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
2020
Q4 		– Sell
-23,398
Closed -$2.33M – 27
2020
Q3 		$2.33M Buy
23,398
+566
+2% +$57.3K 1.82% 14
2020
Q2 		$2.29M Buy
+22,832
New +$2.29M 1.86% 14

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mader & Shannon Wealth Management's VGLT Position: Q4 2020 in Review

Mader & Shannon Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2020, closing a stake of 23,398 shares — an estimated $2.33M sold.

Mader & Shannon Wealth Management first reported a position in VGLT in Q2 2020 and held it in 2 quarters. The position peaked at $2.33M in Q3 2020. 132 funds tracked by Wall St. Rank hold VGLT as of Q4 2020.

  • Mader & Shannon Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 23,398 Vanguard Long-Term Treasury ETF shares in Q4 2020, an estimated $2.33M.
  • Mader & Shannon Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $2.33M in Q3 2020.
  • 132 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2020.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2020, filed 2 Feb 2021.