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

AmeriServ 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
2026 Q3	$974K	Sell	19,432 -17,071	-47%	-$903K	0.77%	12
2026 Q2	$2.01M	Sell	36,503 -23,282	-39%	-$1.28M	1.34%	10
2026 Q1	$3.31M	Sell	59,785 -6,305	-10%	-$354K	2.11%	6
2025 Q4	$3.69M	Sell	66,090 -105,757	-62%	-$6.02M	2.14%	6
2025 Q3	$9.8M	Buy	171,847 +12,959	+8%	+$722K	4.94%	4
2025 Q2	$8.92M	Sell	158,888 -68,717	-30%	-$3.81M	4.41%	5
2025 Q1	$13.1M	Sell	227,605 -50,806	-18%	-$2.86M	7.58%	4
2024 Q4	$15.4M	Buy	+278,411	New	+$16.1M	8.32%	4

Other funds holding VGLT

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

AmeriServ Wealth Advisors's VGLT Position: Q3 2026 in Review

AmeriServ Wealth Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 47% in Q3 2026, selling an estimated $903K and leaving 19,432 shares worth $974K. The position accounts for 0.77% of the portfolio, ranked #12.

AmeriServ Wealth Advisors first reported a position in VGLT in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.4M in Q4 2024. 265 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

AmeriServ Wealth Advisors held 19,432 shares of Vanguard Long-Term Treasury ETF worth $974K as of Q3 2026.
AmeriServ Wealth Advisors sold 17,071 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $903K.
Vanguard Long-Term Treasury ETF made up 0.77% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #12 holding.
AmeriServ Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
AmeriServ Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $15.4M in Q4 2024.
265 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.