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

Mutual 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
2024 Q1	–	Sell	-48,374	Closed	-$2.98M	–	1139
2023 Q4	$2.98M	Buy	48,374 +5,393	+13%	+$305K	0.1%	190
2023 Q3	$2.39M	Sell	42,981 -1,426	-3%	-$85.2K	0.09%	210
2023 Q2	$2.82M	Buy	44,407 +22,178	+100%	+$1.42M	0.11%	189
2023 Q1	$1.46M	Buy	22,229 +10,102	+83%	+$652K	0.06%	325
2022 Q4	$747K	Buy	+12,127	New	+$754K	0.03%	494

Other funds holding VGLT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mutual Advisors's VGLT Position: Q1 2024 in Review

Mutual Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 48,374 shares — an estimated $2.98M sold.

Mutual Advisors first reported a position in VGLT in Q4 2022 and held it in 5 quarters. The position peaked at $2.98M in Q4 2023. 364 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

Mutual Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Mutual Advisors sold 48,374 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $2.98M.
Mutual Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 5 quarters.
Mutual Advisors's Vanguard Long-Term Treasury ETF position peaked at $2.98M in Q4 2023.
364 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Mutual Advisors's 13F filing for Q1 2024, filed 2 May 2024.