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

Capital Investment Advisory Services’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	$74.2K	Buy	1,341 +118	+10%	+$6.62K	0.01%	783
2025 Q4	$68.2K	Buy	1,223 +93	+8%	+$5.29K	﹤0.01%	767
2025 Q3	$64.3K	Buy	1,130 +138	+14%	+$7.69K	0.01%	733
2025 Q2	$55.7K	Buy	992 +148	+18%	+$8.21K	﹤0.01%	733
2025 Q1	$48.6K	Buy	844 +16	+2%	+$901	﹤0.01%	710
2024 Q4	$45.8K	Buy	828 +28	+4%	+$1.62K	﹤0.01%	668
2024 Q3	$49.2K	Hold	800	–	–	﹤0.01%	683
2024 Q2	$46.1K	Hold	800	–	–	﹤0.01%	673
2024 Q1	$47.4K	Hold	800	–	–	0.01%	664
2023 Q4	$49.2K	Hold	800	–	–	﹤0.01%	667
2023 Q3	$44.4K	Buy	800 +795	+15,900%	+$47.5K	﹤0.01%	641
2023 Q2	$318	Buy	+5	New	+$321	﹤0.01%	868
2021 Q1	–	Sell	-500	Closed	-$48K	–	773
2020 Q4	$48K	Sell	500 -300	-38%	-$29.1K	0.01%	525
2020 Q3	$80K	Sell	800 -100	-11%	-$10.1K	0.02%	415
2020 Q2	$90K	Buy	900 +400	+80%	+$40.2K	0.02%	373
2020 Q1	$51K	Hold	500	–	–	0.01%	383
2019 Q4	$42K	Buy	+500	New	+$42.7K	0.01%	402

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 $67.7B AUM 51.91% 1-Year Est. Return

Capital Investment Advisory Services's VGLT Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 9.6% in Q1 2026, buying an estimated $6.62K and bringing the position to 1,341 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #783.

Capital Investment Advisory Services first reported a position in VGLT in Q4 2019 and has held it in 17 quarters since. The position peaked at $90K in Q2 2020. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Capital Investment Advisory Services held 1,341 shares of Vanguard Long-Term Treasury ETF worth $74.2K as of Q1 2026.
Capital Investment Advisory Services bought 118 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $6.62K.
Vanguard Long-Term Treasury ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #783 holding.
Capital Investment Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q4 2019 and has held it in 17 quarters since.
Capital Investment Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $90K in Q2 2020.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.