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

Aureum 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 		– Sell
-31,856
Closed -$1.78M – 63
2025
Q4 		$1.78M Buy
+31,856
New +$1.81M 1.65% 22

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Aureum Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 31,856 shares — an estimated $1.78M sold.

Aureum Wealth Management first reported a position in VGLT in Q4 2025 and held it in 1 quarter. The position peaked at $1.78M in Q4 2025. 433 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Aureum Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Aureum Wealth Management sold 31,856 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $1.78M.
  • Aureum Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Aureum Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.78M in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Aureum Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.