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 Q2	$72.7K	Sell	1,317 -24	-2%	-$1.32K	﹤0.01%	871
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 $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Capital Investment Advisory Services's VGLT Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 1.8% in Q2 2026, selling an estimated $1.32K and leaving 1,317 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Capital Investment Advisory Services first reported a position in VGLT in Q4 2019 and has held it in 18 quarters since. The position peaked at $90K in Q2 2020. 461 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Capital Investment Advisory Services held 1,317 shares of Vanguard Long-Term Treasury ETF worth $72.7K as of Q2 2026.
Capital Investment Advisory Services sold 24 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.32K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #871 holding.
Capital Investment Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q4 2019 and has held it in 18 quarters since.
Capital Investment Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $90K in Q2 2020.
461 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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