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

Wealthsimple US’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 		$821K Buy
+9,918
New +$876K 0.49% 14

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealthsimple US's VGLT Position: Q1 2021 in Review

Wealthsimple US opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q1 2021: 9,918 shares worth $821K. The stake represents 0.49% of the portfolio and ranks #14 among its holdings.

142 funds tracked by Wall St. Rank hold VGLT as of Q1 2021.

  • Wealthsimple US held 9,918 shares of Vanguard Long-Term Treasury ETF worth $821K as of Q1 2021.
  • Vanguard Long-Term Treasury ETF was a new Wealthsimple US position in Q1 2021.
  • Vanguard Long-Term Treasury ETF made up 0.49% of Wealthsimple US's portfolio in Q1 2021, its #14 holding.
  • 142 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.