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Cape Investment Advisory’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Cape Investment Advisory’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 		$35.6K Buy
+645
New +$35.4K 0.01% 580
2026
Q1 		– Sell
-710
Closed -$39.6K – 1171
2025
Q4 		$39.6K Buy
710
+342
+93% +$19.5K 0.01% 476
2025
Q3 		$20.9K Buy
368
+24
+7% +$1.34K 0.02% 320
2025
Q2 		$19.3K Buy
+344
New +$19.1K 0.01% 514
2025
Q1 		– Sell
-297
Closed -$16.4K – 1198
2024
Q4 		$16.4K Buy
297
+290
+4,143% +$16.8K 0.01% 507
2024
Q3 		$431 Hold
7
– – ﹤0.01% 904
2024
Q2 		$404 Hold
7
– – ﹤0.01% 870
2024
Q1 		$415 Hold
7
– – ﹤0.01% 882
2023
Q4 		$431 Hold
7
– – ﹤0.01% 1061
2023
Q3 		$389 Buy
+7
New +$418 ﹤0.01% 875

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

Cape Investment Advisory's VGLT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 645 shares worth $35.6K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VGLT as recently as Q4 2025.

Cape Investment Advisory first reported a position in VGLT in Q3 2023 and has held it in 10 quarters since. The position peaked at $39.6K in Q4 2025. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Cape Investment Advisory held 645 shares of Vanguard Long-Term Treasury ETF worth $35.6K as of Q2 2026.
  • Vanguard Long-Term Treasury ETF was a new Cape Investment Advisory position in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #580 holding.
  • Cape Investment Advisory first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and has held it in 10 quarters since.
  • Cape Investment Advisory's Vanguard Long-Term Treasury ETF position peaked at $39.6K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.