SHWM
VGLT icon

Smith & Howard Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Smith & Howard 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
2024
Q2 		– Sell
-23,534
Closed -$1.39M – 84
2024
Q1 		$1.39M Buy
+23,534
New +$1.39M 0.43% 32

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Smith & Howard Wealth Management's VGLT Position: Q2 2024 in Review

Smith & Howard Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024, closing a stake of 23,534 shares — an estimated $1.39M sold.

Smith & Howard Wealth Management first reported a position in VGLT in Q1 2024 and held it in 1 quarter. The position peaked at $1.39M in Q1 2024. 368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

  • Smith & Howard Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 23,534 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $1.39M.
  • Smith & Howard Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.39M in Q1 2024.
  • 368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.