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Cassaday & Co Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Cassaday & Co Wealth Management’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 		$269M Buy
4,867,782
+147,421
+3% +$8.28M 5.74% 6
2025
Q4 		$263M Buy
4,720,361
+165,849
+4% +$9.44M 5.55% 5
2025
Q3 		$259M Buy
4,554,512
+197,956
+5% +$11M 5.97% 5
2025
Q2 		$244M Buy
4,356,556
+575,079
+15% +$31.9M 6.12% 4
2025
Q1 		$218M Buy
3,781,477
+713,762
+23% +$40.2M 6.13% 5
2024
Q4 		$170M Sell
3,067,715
-768,977
-20% -$44.6M 4.63% 5
2024
Q3 		$236M Buy
3,836,692
+1,835,116
+92% +$111M 6.68% 5
2024
Q2 		$115M Buy
2,001,576
+43,534
+2% +$2.49M 3.63% 6
2024
Q1 		$116M Buy
1,958,042
+44,266
+2% +$2.62M 3.77% 6
2023
Q4 		$118M Buy
1,913,776
+1,902,071
+16,250% +$107M 4.08% 6
2023
Q3 		$650K Buy
+11,705
New +$699K 0.03% 124

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cassaday & Co Wealth Management's VGLT Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 3.1% in Q1 2026, buying an estimated $8.28M and bringing the position to 4,867,782 shares worth $269M. The position accounts for 5.74% of the portfolio, ranked #6.

Cassaday & Co Wealth Management first reported a position in VGLT in Q3 2023 and has held it in 11 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Cassaday & Co Wealth Management held 4,867,782 shares of Vanguard Long-Term Treasury ETF worth $269M as of Q1 2026.
  • Cassaday & Co Wealth Management bought 147,421 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $8.28M.
  • Vanguard Long-Term Treasury ETF made up 5.74% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.