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

SpiderRock 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
Q3 		$639K Buy
10,377
+1,572
+18% +$95K 0.01% 569
2024
Q2 		$508K Buy
8,805
+3,761
+75% +$215K 0.01% 557
2024
Q1 		$293K Buy
+5,044
New +$298K 0.01% 628

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

SpiderRock Advisors's VGLT Position: Q3 2024 in Review

SpiderRock Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 18% in Q3 2024, buying an estimated $95K and bringing the position to 10,377 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #569.

SpiderRock Advisors first reported a position in VGLT in Q1 2024 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold VGLT as of Q3 2024.

  • SpiderRock Advisors held 10,377 shares of Vanguard Long-Term Treasury ETF worth $639K as of Q3 2024.
  • SpiderRock Advisors bought 1,572 Vanguard Long-Term Treasury ETF shares in Q3 2024, an estimated $95K.
  • Vanguard Long-Term Treasury ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #569 holding.
  • SpiderRock Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.