CA
VGLT icon

Calton & Associates’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Calton & Associates’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 		$377K Sell
6,828
-1,066
-14% -$58.5K 0.06% 265
2026
Q1 		$437K Buy
+7,894
New +$443K 0.06% 257

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Calton & Associates's VGLT Position: Q2 2026 in Review

Calton & Associates reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 14% in Q2 2026, selling an estimated $58.5K and leaving 6,828 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #265.

Calton & Associates first reported a position in VGLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $437K in Q1 2026. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Calton & Associates held 6,828 shares of Vanguard Long-Term Treasury ETF worth $377K as of Q2 2026.
  • Calton & Associates sold 1,066 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $58.5K.
  • Vanguard Long-Term Treasury ETF made up 0.06% of Calton & Associates's portfolio in Q2 2026, its #265 holding.
  • Calton & Associates first reported a position in Vanguard Long-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Calton & Associates's Vanguard Long-Term Treasury ETF position peaked at $437K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.