Money Design’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Money Design’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	-3	Closed	–	–	56
2020 Q3	$0	Sell	3 -2	-40%	-$202	﹤0.01%	65
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	64
2020 Q1	$1K	Sell	5 -1	-17%	-$91	﹤0.01%	59
2019 Q4	$1K	Buy	+6	New	+$512	﹤0.01%	58

Other funds holding VGLT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Money Design's VGLT Position: Q4 2020 in Review

Money Design sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2020, closing a stake of 3 shares.

Money Design first reported a position in VGLT in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2020. 132 funds tracked by Wall St. Rank hold VGLT as of Q4 2020.

Money Design reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Money Design sold 3 Vanguard Long-Term Treasury ETF shares in Q4 2020.
Money Design first reported a position in Vanguard Long-Term Treasury ETF in Q4 2019 and held it in 4 quarters.
Money Design's Vanguard Long-Term Treasury ETF position peaked at $1K in Q2 2020.
132 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2020.

Based on Money Design's 13F filing for Q4 2020, filed 27 Jan 2021.