AWM
VGLT icon

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

AE 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 		$13.7M Sell
247,712
-293
-0.1% -$16.4K 0.07% 255
2025
Q4 		$13.8M Buy
248,005
+12,927
+5% +$736K 0.08% 247
2025
Q3 		$13.4M Buy
235,078
+14,780
+7% +$824K 0.09% 235
2025
Q2 		$12.4M Sell
220,298
-185,784
-46% -$10.3M 0.09% 224
2025
Q1 		$23.4M Sell
406,082
-1,501
-0.4% -$84.5K 0.2% 117
2024
Q4 		$22.6M Buy
407,583
+13,775
+3% +$798K 0.19% 121
2024
Q3 		$24.2M Buy
393,808
+13,860
+4% +$837K 0.22% 110
2024
Q2 		$21.9M Buy
379,948
+22,939
+6% +$1.31M 0.22% 108
2024
Q1 		$21.1M Sell
357,009
-306,208
-46% -$18.1M 0.24% 109
2023
Q4 		$39M Buy
663,217
+37,491
+6% +$2.12M 0.2% 108
2023
Q3 		$34.7M Buy
625,726
+6,047
+1% +$361K 0.21% 108
2023
Q2 		$39.4M Buy
619,679
+43,607
+8% +$2.8M 0.24% 80
2023
Q1 		$37.7M Sell
576,072
-73,934
-11% -$4.77M 0.24% 78
2022
Q4 		$40.1M Buy
650,006
+145,866
+29% +$9.07M 0.29% 65
2022
Q3 		$31.7M Sell
504,140
-2,343
-0.5% -$161K 0.25% 84
2022
Q2 		$35.5M Buy
506,483
+199,747
+65% +$14.4M 0.28% 77
2022
Q1 		$24.7M Sell
306,736
-6,852
-2% -$573K 0.17% 130
2021
Q4 		$28M Buy
313,588
+648
+0.2% +$57.7K 0.2% 111
2021
Q3 		$27.4M Sell
312,940
-37,665
-11% -$3.39M 0.23% 101
2021
Q2 		$30.7M Buy
350,605
+28,152
+9% +$2.39M 0.27% 88
2021
Q1 		$26.7M Buy
322,453
+76,805
+31% +$6.78M 0.27% 89
2020
Q4 		$23.5M Buy
245,648
+54,578
+29% +$5.29M 0.27% 90
2020
Q3 		$19M Buy
191,070
+13,818
+8% +$1.4M 0.27% 81
2020
Q2 		$17.7M Sell
177,252
-15,913
-8% -$1.6M 0.27% 88
2020
Q1 		$19.5M Sell
193,165
-9,389
-5% -$858K 0.45% 39
2019
Q4 		$16.9M Buy
202,554
+31,580
+18% +$2.7M 0.37% 59
2019
Q3 		$15M Buy
170,974
+498
+0.3% +$42.5K 0.43% 47
2019
Q2 		$13.9M Buy
170,476
+94,058
+123% +$7.34M 0.42% 51
2019
Q1 		$5.94M Buy
76,418
+58,701
+331% +$4.39M 0.41% 53
2018
Q4 		$1.32M Sell
17,717
-337,929
-95% -$24.1M 0.23% 109
2018
Q3 		$25.7M Buy
355,646
+266,296
+298% +$19.7M 1.41% 13
2018
Q2 		$6.68M Buy
89,350
+12,304
+16% +$905K 0.45% 42
2018
Q1 		$5.78M Buy
77,046
+15,468
+25% +$1.15M 0.45% 40
2017
Q4 		$4.8M Buy
61,578
+7,471
+14% +$577K 0.42% 43
2017
Q3 		$4.16M Buy
54,107
+8,693
+19% +$673K 0.39% 43
2017
Q2 		$3.5M Buy
45,414
+40,616
+847% +$3.1M 0.42% 46
2017
Q1 		$358K Sell
4,798
-1,819
-27% -$135K 0.07% 197
2016
Q4 		$488K Buy
+6,617
New +$511K 0.2% 118

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
CCWM
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
CA
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

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

AE Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.12% in Q1 2026, selling an estimated $16.4K and leaving 247,712 shares worth $13.7M. The position accounts for 0.07% of the portfolio, ranked #255.

AE Wealth Management first reported a position in VGLT in Q4 2016 and has held it in 38 quarters since. The position peaked at $40.1M in Q4 2022. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • AE Wealth Management held 247,712 shares of Vanguard Long-Term Treasury ETF worth $13.7M as of Q1 2026.
  • AE Wealth Management sold 293 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $16.4K.
  • Vanguard Long-Term Treasury ETF made up 0.07% of AE Wealth Management's portfolio in Q1 2026, its #255 holding.
  • AE Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $40.1M in Q4 2022.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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