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

Caldwell Trust’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
2023
Q3 		– Sell
-18
Closed -$1.14K – 757
2023
Q2 		$1.14K Buy
+18
New +$1.15K ﹤0.01% 732

Other funds holding VGLT

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caldwell Trust's VGLT Position: Q3 2023 in Review

Caldwell Trust sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2023, closing a stake of 18 shares — an estimated $1.14K sold.

Caldwell Trust first reported a position in VGLT in Q2 2023 and held it in 1 quarter. The position peaked at $1.14K in Q2 2023. 291 funds tracked by Wall St. Rank hold VGLT as of Q3 2023.

  • Caldwell Trust reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 18 Vanguard Long-Term Treasury ETF shares in Q3 2023, an estimated $1.14K.
  • Caldwell Trust first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Caldwell Trust's Vanguard Long-Term Treasury ETF position peaked at $1.14K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.