BAM
VGLT icon

Belpointe Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Belpointe Asset 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
2025
Q3 		– Sell
-5,823
Closed -$327K – 1050
2025
Q2 		$327K Sell
5,823
-9,497
-62% -$526K 0.01% 729
2025
Q1 		$883K Buy
+15,320
New +$863K 0.05% 368
2023
Q2 		– Sell
-15,920
Closed -$1.04M – 3282
2023
Q1 		$1.04M Buy
15,920
+8,115
+104% +$523K 0.06% 317
2022
Q4 		$481K Sell
7,805
-8,512
-52% -$529K 0.03% 557
2022
Q3 		$1.03M Sell
16,317
-138
-0.8% -$9.51K 0.07% 288
2022
Q2 		$1.15M Sell
16,455
-3,410
-17% -$245K 0.08% 263
2022
Q1 		$1.6M Sell
19,865
-3,545
-15% -$296K 0.1% 225
2021
Q4 		$2.09M Sell
23,410
-996
-4% -$88.8K 0.13% 154
2021
Q3 		$2.14M Sell
24,406
-2,329
-9% -$210K 0.15% 145
2021
Q2 		$2.35M Sell
26,735
-191
-0.7% -$16.2K 0.17% 127
2021
Q1 		$2.23M Buy
26,926
+95
+0.4% +$8.39K 0.19% 109
2020
Q4 		$2.57M Sell
26,831
-1,055
-4% -$102K 0.23% 96
2020
Q3 		$2.78M Buy
27,886
+6,652
+31% +$673K 0.31% 67
2020
Q2 		$2.13M Buy
21,234
+12,511
+143% +$1.26M 0.28% 76
2020
Q1 		$881K Sell
8,723
-5,320
-38% -$486K 0.15% 152
2019
Q4 		$1.17M Sell
14,043
-1,653
-11% -$141K 0.15% 153
2019
Q3 		$1.38M Sell
15,696
-3,604
-19% -$307K 0.22% 107
2019
Q2 		$1.58M Sell
19,300
-24,776
-56% -$1.93M 0.31% 74
2019
Q1 		$3.37M Buy
44,076
+26,676
+153% +$2M 0.66% 30
2018
Q4 		$1.3M Buy
17,400
+13,946
+404% +$994K 0.33% 66
2018
Q3 		$249K Sell
3,454
-596
-15% -$44K 0.04% 404
2018
Q2 		$303K Buy
4,050
+250
+7% +$18.4K 0.08% 261
2018
Q1 		$285K Sell
3,800
-700
-16% -$52K 0.08% 261
2017
Q4 		$351K Sell
4,500
-1,000
-18% -$77.3K 0.08% 304
2017
Q3 		$423K Buy
+5,500
New +$426K 0.1% 238

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Belpointe Asset Management's VGLT Position: Q3 2025 in Review

Belpointe Asset Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2025, closing a stake of 5,823 shares — an estimated $327K sold.

Belpointe Asset Management first reported a position in VGLT in Q3 2017 and held it in 25 quarters. The position peaked at $3.37M in Q1 2019. 395 funds tracked by Wall St. Rank hold VGLT as of Q3 2025.

  • Belpointe Asset Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 5,823 Vanguard Long-Term Treasury ETF shares in Q3 2025, an estimated $327K.
  • Belpointe Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2017 and held it in 25 quarters.
  • Belpointe Asset Management's Vanguard Long-Term Treasury ETF position peaked at $3.37M in Q1 2019.
  • 395 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.