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

Spearhead Capital 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
2022 Q3	–	Sell	-14,764	Closed	-$1.04M	–	166
2022 Q2	$1.04M	Sell	14,764 -169	-1%	-$12.1K	0.15%	68
2022 Q1	$1.2M	Buy	14,933 +2,719	+22%	+$227K	0.15%	69
2021 Q4	$1.09M	Buy	12,214 +1,815	+17%	+$162K	0.13%	68
2021 Q3	$912K	Buy	10,399 +6,389	+159%	+$576K	0.12%	63
2021 Q2	$352K	Buy	4,010 +383	+11%	+$32.5K	0.05%	164
2021 Q1	$300K	Buy	3,627 +1,077	+42%	+$95.1K	0.04%	166
2020 Q4	$244K	Buy	+2,550	New	+$247K	0.04%	161

Other funds holding VGLT

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Spearhead Capital Advisors's VGLT Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2022, closing a stake of 14,764 shares — an estimated $1.04M sold.

Spearhead Capital Advisors first reported a position in VGLT in Q4 2020 and held it in 7 quarters. The position peaked at $1.2M in Q1 2022. 204 funds tracked by Wall St. Rank hold VGLT as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 14,764 Vanguard Long-Term Treasury ETF shares in Q3 2022, an estimated $1.04M.
Spearhead Capital Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and held it in 7 quarters.
Spearhead Capital Advisors's Vanguard Long-Term Treasury ETF position peaked at $1.2M in Q1 2022.
204 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.