Capital Analysts LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Capital Analysts LLC’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 Q1	$36K	Sell	645 -8	-1%	-$449	﹤0.01%	1009
2025 Q4	$36K	Buy	653 +182	+39%	+$10.4K	﹤0.01%	990
2025 Q3	$27K	Sell	471 -17	-3%	-$947	﹤0.01%	1013
2025 Q2	$27K	Sell	488 -1	-0.2%	-$55	﹤0.01%	941
2025 Q1	$28K	Buy	489 +20	+4%	+$1.13K	﹤0.01%	919
2024 Q4	$26K	Sell	469 -174	-27%	-$10.1K	﹤0.01%	880
2024 Q3	$40K	Buy	643 +213	+50%	+$12.9K	﹤0.01%	775
2024 Q2	$25K	Sell	430 -2,518	-85%	-$144K	﹤0.01%	823
2024 Q1	$175K	Buy	+2,948	New	+$174K	0.01%	464

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Capital Analysts LLC's VGLT Position: Q1 2026 in Review

Capital Analysts LLC reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 1.2% in Q1 2026, selling an estimated $449 and leaving 645 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Capital Analysts LLC first reported a position in VGLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $175K in Q1 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Capital Analysts LLC held 645 shares of Vanguard Long-Term Treasury ETF worth $36K as of Q1 2026.
Capital Analysts LLC sold 8 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $449.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1009 holding.
Capital Analysts LLC first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Capital Analysts LLC's Vanguard Long-Term Treasury ETF position peaked at $175K in Q1 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.