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Peterson Financial Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Peterson Financial Group’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
Q3 		$173K Buy
+2,809
New +$170K 0.67% 38
2022
Q2 		– Sell
-2,587
Closed -$208K – 78
2022
Q1 		$208K Buy
2,587
+29
+1% +$2.42K 0.17% 78
2021
Q4 		$229K Buy
+2,558
New +$228K 0.19% 77

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

Peterson Financial Group's VGLT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q3 2024: 2,809 shares worth $173K. The stake represents 0.67% of the portfolio and ranks #38 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in VGLT as recently as Q1 2022.

Peterson Financial Group first reported a position in VGLT in Q4 2021 and has held it in 3 quarters since. The position peaked at $229K in Q4 2021. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

  • Peterson Financial Group held 2,809 shares of Vanguard Long-Term Treasury ETF worth $173K as of Q3 2024.
  • Vanguard Long-Term Treasury ETF was a new Peterson Financial Group position in Q3 2024.
  • Vanguard Long-Term Treasury ETF made up 0.67% of Peterson Financial Group's portfolio in Q3 2024, its #38 holding.
  • Peterson Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 3 quarters since.
  • Peterson Financial Group's Vanguard Long-Term Treasury ETF position peaked at $229K in Q4 2021.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.