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

Balance Wealth’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
-7,316
Closed -$422K – 119
2025
Q1 		$422K Buy
+7,316
New +$412K 0.27% 81

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Balance Wealth's VGLT Position: Q2 2025 in Review

Balance Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 7,316 shares — an estimated $422K sold.

Balance Wealth first reported a position in VGLT in Q1 2025 and held it in 1 quarter. The position peaked at $422K in Q1 2025. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Balance Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Balance Wealth sold 7,316 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $422K.
  • Balance Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Balance Wealth's Vanguard Long-Term Treasury ETF position peaked at $422K in Q1 2025.
  • 400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.