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Merriman Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Merriman 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
2022
Q1 		– Sell
-87,802
Closed -$7.85M – 236
2021
Q4 		$7.85M Buy
+87,802
New +$7.82M 0.57% 30

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Merriman Wealth Management's VGLT Position: Q1 2022 in Review

Merriman Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2022, closing a stake of 87,802 shares — an estimated $7.85M sold.

Merriman Wealth Management first reported a position in VGLT in Q4 2021 and held it in 1 quarter. The position peaked at $7.85M in Q4 2021. 177 funds tracked by Wall St. Rank hold VGLT as of Q1 2022.

  • Merriman Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 87,802 Vanguard Long-Term Treasury ETF shares in Q1 2022, an estimated $7.85M.
  • Merriman Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Merriman Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $7.85M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.