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

Bullock Wealth 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
Q4 		– Sell
-242
Closed -$13.7K – 626
2025
Q3 		$13.7K Buy
+242
New +$13.5K 0.01% 380

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bullock Wealth Management's VGLT Position: Q4 2025 in Review

Bullock Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 242 shares — an estimated $13.7K sold.

Bullock Wealth Management first reported a position in VGLT in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 443 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

  • Bullock Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 242 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $13.7K.
  • Bullock Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $13.7K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.