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UMB Bank’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

UMB Bank’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
Q4 		– Sell
-42,881
Closed -$2.64M – 2184
2024
Q3 		$2.64M Sell
42,881
-2,168
-5% -$131K 0.04% 213
2024
Q2 		$2.6M Buy
45,049
+2,168
+5% +$124K 0.04% 215
2024
Q1 		$2.54M Hold
42,881
– – 0.04% 218
2023
Q4 		$2.64M Buy
42,881
+39,100
+1,034% +$2.21M 0.04% 216
2023
Q3 		$210K Sell
3,781
-560
-13% -$33.5K ﹤0.01% 560
2023
Q2 		$276K Buy
4,341
+2,821
+186% +$181K ﹤0.01% 509
2023
Q1 		$99.6K Buy
+1,520
New +$98K ﹤0.01% 696

Other funds holding VGLT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

UMB Bank's VGLT Position: Q4 2024 in Review

UMB Bank sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 42,881 shares — an estimated $2.64M sold.

UMB Bank first reported a position in VGLT in Q1 2023 and held it in 7 quarters. The position peaked at $2.64M in Q3 2024. 410 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • UMB Bank reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 42,881 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $2.64M.
  • UMB Bank first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • UMB Bank's Vanguard Long-Term Treasury ETF position peaked at $2.64M in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.