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

Buck Wealth Strategies’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
Q1 		– Sell
-68,908
Closed -$3.81M – 138
2024
Q4 		$3.81M Buy
68,908
+55,529
+415% +$3.22M 0.79% 48
2024
Q3 		$823K Sell
13,379
-168
-1% -$10.2K 0.26% 46
2024
Q2 		$781K Buy
+13,547
New +$775K 0.23% 46

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Buck Wealth Strategies's VGLT Position: Q1 2025 in Review

Buck Wealth Strategies sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 68,908 shares — an estimated $3.81M sold.

Buck Wealth Strategies first reported a position in VGLT in Q2 2024 and held it in 3 quarters. The position peaked at $3.81M in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • Buck Wealth Strategies reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 68,908 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $3.81M.
  • Buck Wealth Strategies first reported a position in Vanguard Long-Term Treasury ETF in Q2 2024 and held it in 3 quarters.
  • Buck Wealth Strategies's Vanguard Long-Term Treasury ETF position peaked at $3.81M in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Buck Wealth Strategies's 13F filing for Q1 2025, filed 22 Apr 2025.