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

Zhang Financial’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
2022 Q3	–	Sell	-2,855	Closed	-$200K	–	228
2022 Q2	$200K	Hold	2,855	–	–	0.03%	208
2022 Q1	$230K	Buy	2,855 +150	+6%	+$12.5K	0.04%	196
2021 Q4	$242K	Hold	2,705	–	–	0.04%	181
2021 Q3	$237K	Hold	2,705	–	–	0.05%	144
2021 Q2	$237K	Hold	2,705	–	–	0.06%	127
2021 Q1	$230K	Hold	2,705	–	–	0.06%	117
2020 Q4	$250K	Buy	2,705 +65	+2%	+$6.29K	0.08%	97
2020 Q3	$258K	Buy	+2,640	New	+$267K	0.09%	85

Other funds holding VGLT

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

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

NSLI

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

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

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

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

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

FDCDDQ

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

Zhang Financial's VGLT Position: Q3 2022 in Review

Zhang Financial sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2022, closing a stake of 2,855 shares — an estimated $200K sold.

Zhang Financial first reported a position in VGLT in Q3 2020 and held it in 8 quarters. The position peaked at $258K in Q3 2020. 204 funds tracked by Wall St. Rank hold VGLT as of Q3 2022.

Zhang Financial reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Zhang Financial sold 2,855 Vanguard Long-Term Treasury ETF shares in Q3 2022, an estimated $200K.
Zhang Financial first reported a position in Vanguard Long-Term Treasury ETF in Q3 2020 and held it in 8 quarters.
Zhang Financial's Vanguard Long-Term Treasury ETF position peaked at $258K in Q3 2020.
204 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2022.

Based on Zhang Financial's 13F filing for Q3 2022, filed 18 Oct 2022.