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Valtinson Bruner Financial Planning’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Valtinson Bruner Financial Planning’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
-19,952
Closed -$1.23M – 148
2024
Q3 		$1.23M Sell
19,952
-4,229
-17% -$256K 0.43% 52
2024
Q2 		$1.39M Buy
+24,181
New +$1.38M 0.55% 48

Other funds holding VGLT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Valtinson Bruner Financial Planning's VGLT Position: Q4 2024 in Review

Valtinson Bruner Financial Planning sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 19,952 shares — an estimated $1.23M sold.

Valtinson Bruner Financial Planning first reported a position in VGLT in Q2 2024 and held it in 2 quarters. The position peaked at $1.39M in Q2 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • Valtinson Bruner Financial Planning reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 19,952 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $1.23M.
  • Valtinson Bruner Financial Planning first reported a position in Vanguard Long-Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Valtinson Bruner Financial Planning's Vanguard Long-Term Treasury ETF position peaked at $1.39M in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Valtinson Bruner Financial Planning's 13F filing for Q4 2024, filed 10 Feb 2025.