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Starfox Financial Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Starfox Financial Services’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 		$6.01M Buy
107,521
+24,619
+30% +$1.46M 5.09% 7
2023
Q4 		$5.1M Buy
82,902
+74,803
+924% +$4.23M 4.72% 8
2023
Q3 		$445K Buy
+8,099
New +$484K 0.48% 17

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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 $5.36B 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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Starfox Financial Services's VGLT Position: Q1 2024 in Review

Starfox Financial Services increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 30% in Q1 2024, buying an estimated $1.46M and bringing the position to 107,521 shares worth $6.01M. The position accounts for 5.09% of the portfolio, ranked #7.

Starfox Financial Services first reported a position in VGLT in Q3 2023 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

  • Starfox Financial Services held 107,521 shares of Vanguard Long-Term Treasury ETF worth $6.01M as of Q1 2024.
  • Starfox Financial Services bought 24,619 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $1.46M.
  • Vanguard Long-Term Treasury ETF made up 5.09% of Starfox Financial Services's portfolio in Q1 2024, its #7 holding.
  • Starfox Financial Services first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.