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

United Capital Financial 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
2021
Q4 		– Sell
-2,453
Closed -$215K – 1243
2021
Q3 		$215K Buy
+2,453
New +$221K ﹤0.01% 1118
2019
Q3 		– Sell
-129,354
Closed -$10.6M – 1489
2019
Q2 		$10.6M Sell
129,354
-5,886
-4% -$460K 0.07% 291
2019
Q1 		$10.5M Buy
135,240
+13,438
+11% +$1.01M 0.07% 286
2018
Q4 		$9.1M Sell
121,802
-741
-0.6% -$52.8K 0.07% 268
2018
Q3 		$8.84M Sell
122,543
-131
-0.1% -$9.67K 0.06% 323
2018
Q2 		$9.17M Buy
122,674
+3,001
+3% +$221K 0.07% 318
2018
Q1 		$8.98M Buy
119,673
+589
+0.5% +$43.8K 0.07% 313
2017
Q4 		$9.29M Buy
119,084
+2,001
+2% +$155K 0.07% 308
2017
Q3 		$9M Buy
117,083
+1,129
+1% +$87.4K 0.08% 300
2017
Q2 		$8.94M Sell
115,954
-534
-0.5% -$40.7K 0.08% 291
2017
Q1 		$8.68M Buy
116,488
+864
+0.7% +$64K 0.08% 290
2016
Q4 		$8.52M Sell
115,624
-749
-0.6% -$57.9K 0.08% 289
2016
Q3 		$9.83M Sell
116,373
-115,503
-50% -$9.83M 0.1% 261
2016
Q2 		$19.7M Buy
231,876
+3,251
+1% +$264K 0.2% 105
2016
Q1 		$18.4M Sell
228,625
-4,052
-2% -$320K 0.2% 98
2015
Q4 		$17.4M Buy
232,677
+18,234
+9% +$1.38M 0.2% 103
2015
Q3 		$16.4M Sell
214,443
-162,207
-43% -$12.2M 0.2% 95
2015
Q2 		$27.5M Buy
376,650
+5,307
+1% +$403K 0.32% 71
2015
Q1 		$28.9M Buy
371,343
+56,096
+18% +$4.5M 0.35% 67
2014
Q4 		$24.5M Buy
315,247
+91,002
+41% +$6.84M 0.37% 68
2014
Q3 		$16.2M Buy
224,245
+63,208
+39% +$4.54M 0.28% 93
2014
Q2 		$11.4M Buy
+161,037
New +$11.2M 0.21% 120

Other funds holding VGLT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

United Capital Financial Advisors's VGLT Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2021, closing a stake of 2,453 shares — an estimated $215K sold.

United Capital Financial Advisors first reported a position in VGLT in Q2 2014 and held it in 22 quarters. The position peaked at $28.9M in Q1 2015. 179 funds tracked by Wall St. Rank hold VGLT as of Q4 2021.

  • United Capital Financial Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,453 Vanguard Long-Term Treasury ETF shares in Q4 2021, an estimated $215K.
  • United Capital Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2014 and held it in 22 quarters.
  • United Capital Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $28.9M in Q1 2015.
  • 179 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.