SFG
VGLT icon

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

Steward 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
2022
Q3 		– Sell
-117
Closed -$8K – 1271
2022
Q2 		$8K Buy
+117
New +$8.41K 0.01% 280

Other funds holding VGLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Steward Financial Group's VGLT Position: Q3 2022 in Review

Steward Financial Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2022, closing a stake of 117 shares — an estimated $8K sold.

Steward Financial Group first reported a position in VGLT in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 204 funds tracked by Wall St. Rank hold VGLT as of Q3 2022.

  • Steward Financial Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 117 Vanguard Long-Term Treasury ETF shares in Q3 2022, an estimated $8K.
  • Steward Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's Vanguard Long-Term Treasury ETF position peaked at $8K in Q2 2022.
  • 204 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.