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 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	$9.77M	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

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 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 $432B AUM 30.22% 1-Year Est. Return

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 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AmeriServ Wealth Advisors's VGLT Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 9.5% in Q1 2026, selling an estimated $354K and leaving 59,785 shares worth $3.31M. The position accounts for 2.11% of the portfolio, ranked #6.

AmeriServ Wealth Advisors first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.4M in Q4 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

AmeriServ Wealth Advisors held 59,785 shares of Vanguard Long-Term Treasury ETF worth $3.31M as of Q1 2026.
AmeriServ Wealth Advisors sold 6,305 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $354K.
Vanguard Long-Term Treasury ETF made up 2.11% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #6 holding.
AmeriServ Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
AmeriServ Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $15.4M in Q4 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.