Caldwell Sutter Capital’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Caldwell Sutter Capital’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
2026 Q2	$4.75K	Hold	86	–	–	﹤0.01%	692
2026 Q1	$4.76K	Hold	86	–	–	﹤0.01%	651
2025 Q4	$4.8K	Hold	86	–	–	﹤0.01%	638
2025 Q3	$4.89K	Hold	86	–	–	﹤0.01%	636
2025 Q2	$4.83K	Buy	86 +50	+139%	+$2.77K	﹤0.01%	619
2025 Q1	$2.07K	Hold	36	–	–	﹤0.01%	729
2024 Q4	$1.99K	Hold	36	–	–	﹤0.01%	745
2024 Q3	$2.21K	Hold	36	–	–	﹤0.01%	744
2024 Q2	$2.08K	Hold	36	–	–	﹤0.01%	755
2024 Q1	$2.13K	Hold	36	–	–	﹤0.01%	751
2023 Q4	$2.21K	Buy	36 +5	+16%	+$283	﹤0.01%	743
2023 Q3	$1.72K	Buy	+31	New	+$1.85K	﹤0.01%	754

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Caldwell Sutter Capital's VGLT Position: Q2 2026 in Review

Caldwell Sutter Capital held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 86 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Caldwell Sutter Capital first reported a position in VGLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.89K in Q3 2025. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Caldwell Sutter Capital held 86 shares of Vanguard Long-Term Treasury ETF worth $4.75K as of Q2 2026.
Caldwell Sutter Capital left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #692 holding.
Caldwell Sutter Capital first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Caldwell Sutter Capital's Vanguard Long-Term Treasury ETF position peaked at $4.89K in Q3 2025.
460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.