Vanguard Personalized Indexing Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Vanguard Personalized Indexing Management’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 Q1	–	Sell	-3,143	Closed	-$301K	–	743
2020 Q4	$301K	Buy	3,143 +809	+35%	+$78.3K	0.07%	371
2020 Q3	$233K	Buy	+2,334	New	+$236K	0.07%	359

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vanguard Personalized Indexing Management's VGLT Position: Q1 2021 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2021, closing a stake of 3,143 shares — an estimated $301K sold.

Vanguard Personalized Indexing Management first reported a position in VGLT in Q3 2020 and held it in 2 quarters. The position peaked at $301K in Q4 2020. 142 funds tracked by Wall St. Rank hold VGLT as of Q1 2021.

Vanguard Personalized Indexing Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 3,143 Vanguard Long-Term Treasury ETF shares in Q1 2021, an estimated $301K.
Vanguard Personalized Indexing Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2020 and held it in 2 quarters.
Vanguard Personalized Indexing Management's Vanguard Long-Term Treasury ETF position peaked at $301K in Q4 2020.
142 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2021.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2021, filed 28 Apr 2021.