Advisor Resource Council’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-8,817	Closed	-$470K	–	576
2025 Q1	$470K	Buy	+8,817	New	+$497K	0.04%	373
2023 Q4	–	Sell	-7,472	Closed	-$415K	–	524
2023 Q3	$415K	Buy	7,472 +1,932	+35%	+$115K	0.21%	85
2023 Q2	$352K	Sell	5,540 -13,041	-70%	-$836K	0.16%	104
2023 Q1	$1.23M	Buy	+18,581	New	+$1.2M	0.31%	83

Other funds holding VGLT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

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

Advisor Resource Council's VGLT Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 8,817 shares — an estimated $470K sold.

Advisor Resource Council first reported a position in VGLT in Q1 2023 and held it in 4 quarters. The position peaked at $1.23M in Q1 2023. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 8,817 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $470K.
Advisor Resource Council first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and held it in 4 quarters.
Advisor Resource Council's Vanguard Long-Term Treasury ETF position peaked at $1.23M in Q1 2023.
400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.