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B. Riley Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-23,328
Closed -$1.34M – 1370
2025
Q1 		$1.34M Sell
23,328
-296
-1% -$16.7K 0.04% 409
2024
Q4 		$1.31M Buy
23,624
+6,869
+41% +$398K 0.04% 373
2024
Q3 		$1.03M Buy
16,755
+6,915
+70% +$418K 0.03% 489
2024
Q2 		$568K Buy
9,840
+3,069
+45% +$176K 0.01% 761
2024
Q1 		$376K Sell
6,771
-2,781
-29% -$164K 0.01% 939
2023
Q4 		$588K Buy
9,552
+2,781
+41% +$157K 0.02% 735
2023
Q3 		$376K Sell
6,771
-477
-7% -$28.5K 0.01% 939
2023
Q2 		$460K Buy
7,248
+376
+5% +$24.1K 0.01% 892
2023
Q1 		$450K Buy
6,872
+1,930
+39% +$124K 0.01% 852
2022
Q4 		$305K Buy
+4,942
New +$307K 0.01% 1042

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NL
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

B. Riley Wealth Advisors's VGLT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 23,328 shares — an estimated $1.34M sold.

B. Riley Wealth Advisors first reported a position in VGLT in Q4 2022 and held it in 10 quarters. The position peaked at $1.34M in Q1 2025. 403 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 23,328 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $1.34M.
  • B. Riley Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $1.34M in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.