AWA
VGLT icon

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

Adapt Wealth 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
2025
Q1 		– Sell
-54,387
Closed -$3.01M – 71
2024
Q4 		$3.01M Buy
54,387
+48,951
+900% +$2.84M 1.48% 21
2024
Q3 		$335K Sell
5,436
-3,956
-42% -$239K 0.18% 52
2024
Q2 		$542K Sell
9,392
-71
-0.8% -$4.06K 0.34% 42
2024
Q1 		$561K Buy
+9,463
New +$560K 0.4% 32

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Adapt Wealth Advisors's VGLT Position: Q1 2025 in Review

Adapt Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 54,387 shares — an estimated $3.01M sold.

Adapt Wealth Advisors first reported a position in VGLT in Q1 2024 and held it in 4 quarters. The position peaked at $3.01M in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • Adapt Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Adapt Wealth Advisors sold 54,387 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $3.01M.
  • Adapt Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and held it in 4 quarters.
  • Adapt Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $3.01M in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Adapt Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.