Atria Wealth Solutions’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Atria Wealth Solutions’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	$234K	Sell	4,167 -838	-17%	-$46.5K	0.01%	1288
2025 Q1	$288K	Sell	5,005 -19	-0.4%	-$1.07K	﹤0.01%	1488
2024 Q4	$278K	Sell	5,024 -17,574	-78%	-$1.02M	﹤0.01%	1603
2024 Q3	$1.39M	Sell	22,598 -8,306	-27%	-$502K	0.02%	789
2024 Q2	$1.78M	Buy	30,904 +9,474	+44%	+$542K	0.02%	666
2024 Q1	$1.27M	Buy	21,430 +16,899	+373%	+$1,000K	0.01%	807
2023 Q4	$279K	Sell	4,531 -1,906	-30%	-$108K	﹤0.01%	1550
2023 Q3	$357K	Sell	6,437 -29,973	-82%	-$1.79M	0.01%	1304
2023 Q2	$2.31M	Buy	36,410 +31,928	+712%	+$2.05M	0.03%	519
2023 Q1	$294K	Sell	4,482 -1,407	-24%	-$90.7K	﹤0.01%	1434
2022 Q4	$363K	Buy	5,889 +1,214	+26%	+$75.4K	0.01%	1253
2022 Q3	$294K	Buy	4,675 +639	+16%	+$44K	0.01%	1311
2022 Q2	$283K	Sell	4,036 -2,354	-37%	-$169K	0.01%	1241
2022 Q1	$514K	Buy	+6,390	New	+$534K	0.01%	1055

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Atria Wealth Solutions's VGLT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 17% in Q2 2025, selling an estimated $46.5K and leaving 4,167 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1288.

Atria Wealth Solutions first reported a position in VGLT in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.31M in Q2 2023. 403 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Atria Wealth Solutions held 4,167 shares of Vanguard Long-Term Treasury ETF worth $234K as of Q2 2025.
Atria Wealth Solutions sold 838 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $46.5K.
Vanguard Long-Term Treasury ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1288 holding.
Atria Wealth Solutions first reported a position in Vanguard Long-Term Treasury ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Long-Term Treasury ETF position peaked at $2.31M in Q2 2023.
403 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.