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

WealthSource Partners’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
2023 Q4	$3.06M	Buy	+49,700	New	+$2.81M	0.2%	82
2019 Q4	–	Sell	-4,920	Closed	-$432K	–	461
2019 Q3	$432K	Buy	+4,920	New	+$420K	0.06%	267

Other funds holding VGLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

WealthSource Partners's VGLT Position: Q4 2023 in Review

WealthSource Partners opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023: 49,700 shares worth $3.06M. The stake represents 0.2% of the portfolio and ranks #82 among its holdings. This is a return to the name: WealthSource Partners previously reported a position in VGLT as recently as Q3 2019.

WealthSource Partners first reported a position in VGLT in Q3 2019 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

WealthSource Partners held 49,700 shares of Vanguard Long-Term Treasury ETF worth $3.06M as of Q4 2023.
Vanguard Long-Term Treasury ETF was a new WealthSource Partners position in Q4 2023.
Vanguard Long-Term Treasury ETF made up 0.2% of WealthSource Partners's portfolio in Q4 2023, its #82 holding.
WealthSource Partners first reported a position in Vanguard Long-Term Treasury ETF in Q3 2019 and has held it in 2 quarters since.
352 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.