AXS Investments’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

AXS Investments’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	-27,384	Closed	-$1.53M	–	203
2025 Q4	$1.53M	Sell	27,384 -347	-1%	-$19.7K	0.53%	55
2025 Q3	$1.58M	Buy	+27,731	New	+$1.55M	0.5%	55
2024 Q4	–	Sell	-26,724	Closed	-$1.64M	–	248
2024 Q3	$1.64M	Buy	+26,724	New	+$1.61M	0.44%	84
2023 Q2	–	Sell	-6,377	Closed	-$418K	–	475
2023 Q1	$418K	Hold	6,377	–	–	0.14%	184
2022 Q4	$393K	Hold	6,377	–	–	0.14%	173
2022 Q3	$401K	Hold	6,377	–	–	0.16%	172
2022 Q2	$447K	Buy	+6,377	New	+$458K	0.16%	178

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

AXS Investments's VGLT Position: Q1 2026 in Review

AXS Investments sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 27,384 shares — an estimated $1.53M sold.

AXS Investments first reported a position in VGLT in Q2 2022 and held it in 7 quarters. The position peaked at $1.64M in Q3 2024. 433 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

AXS Investments reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
AXS Investments sold 27,384 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $1.53M.
AXS Investments first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and held it in 7 quarters.
AXS Investments's Vanguard Long-Term Treasury ETF position peaked at $1.64M in Q3 2024.
433 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.