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

Addison 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
2026 Q1	$20K	Sell	361 -405	-53%	-$22.7K	﹤0.01%	559
2025 Q4	$42.7K	Buy	766 +751	+5,007%	+$42.7K	0.01%	444
2025 Q3	$830	Buy	15 +1	+7%	+$56	﹤0.01%	824
2025 Q2	$811	Hold	14	–	–	﹤0.01%	825
2025 Q1	$823	Hold	14	–	–	﹤0.01%	785
2024 Q4	$785	Hold	14	–	–	﹤0.01%	793
2024 Q3	$861	Hold	14	–	–	﹤0.01%	779
2024 Q2	$799	Hold	14	–	–	﹤0.01%	728
2024 Q1	$812	Hold	14	–	–	﹤0.01%	651
2023 Q4	$838	Buy	14 +1	+8%	+$57	﹤0.01%	662
2023 Q3	$747	Hold	13	–	–	﹤0.01%	627
2023 Q2	$847	Hold	13	–	–	﹤0.01%	584
2023 Q1	$867	Hold	13	–	–	﹤0.01%	587
2022 Q4	$811	Buy	+13	New	+$808	﹤0.01%	639

Other funds holding VGLT

Empower Advisory Group

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

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 $431B AUM 30.22% 1-Year Est. Return

Bank of America

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

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

Envestnet Asset Management

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return