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

Wealthstar Advisors’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 Q2	$6.4M	Buy	+110,997	New	+$6.35M	5.19%	7

Other funds holding VGLT

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

Wealthstar Advisors's VGLT Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024: 110,997 shares worth $6.4M. The stake represents 5.19% of the portfolio and ranks #7 among its holdings.

368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

Wealthstar Advisors held 110,997 shares of Vanguard Long-Term Treasury ETF worth $6.4M as of Q2 2024.
Vanguard Long-Term Treasury ETF was a new Wealthstar Advisors position in Q2 2024.
Vanguard Long-Term Treasury ETF made up 5.19% of Wealthstar Advisors's portfolio in Q2 2024, its #7 holding.
368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.