49 Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

49 Wealth Management’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
2026 Q1	–	Sell	-360,513	Closed	-$20.1M	–	228
2025 Q4	$20.1M	Buy	360,513 +11,965	+3%	+$681K	1.64%	14
2025 Q3	$19.8M	Buy	348,548 +19,080	+6%	+$1.06M	1.87%	13
2025 Q2	$18.5M	Buy	329,468 +16,557	+5%	+$918K	1.97%	13
2025 Q1	$18M	Buy	312,911 +22,265	+8%	+$1.25M	2.17%	13
2024 Q4	$16.1M	Sell	290,646 -36,570	-11%	-$2.12M	2.29%	13
2024 Q3	$20.1M	Buy	327,216 +94,823	+41%	+$5.73M	3.28%	11
2024 Q2	$13.1M	Buy	+232,393	New	+$13.3M	2.59%	9

Other funds holding VGLT

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

49 Wealth Management's VGLT Position: Q1 2026 in Review

49 Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 360,513 shares — an estimated $20.1M sold.

49 Wealth Management first reported a position in VGLT in Q2 2024 and held it in 7 quarters. The position peaked at $20.1M in Q3 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

49 Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
49 Wealth Management sold 360,513 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $20.1M.
49 Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2024 and held it in 7 quarters.
49 Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $20.1M in Q3 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.