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

Veritable’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
2020 Q1	–	Sell	-2,500	Closed	-$208K	–	824
2019 Q4	$208K	Hold	2,500	–	–	﹤0.01%	779
2019 Q3	$219K	Hold	2,500	–	–	﹤0.01%	739
2019 Q2	$204K	Buy	+2,500	New	+$195K	﹤0.01%	761

Other funds holding VGLT

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FDCDDQ

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Veritable's VGLT Position: Q1 2020 in Review

Veritable sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2020, closing a stake of 2,500 shares — an estimated $208K sold.

Veritable first reported a position in VGLT in Q2 2019 and held it in 3 quarters. The position peaked at $219K in Q3 2019. 118 funds tracked by Wall St. Rank hold VGLT as of Q1 2020.

Veritable reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
Veritable sold 2,500 Vanguard Long-Term Treasury ETF shares in Q1 2020, an estimated $208K.
Veritable first reported a position in Vanguard Long-Term Treasury ETF in Q2 2019 and held it in 3 quarters.
Veritable's Vanguard Long-Term Treasury ETF position peaked at $219K in Q3 2019.
118 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2020.

Based on Veritable's 13F filing for Q1 2020, filed 13 May 2020.