Catalyst Private Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Catalyst Private Wealth’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 Q3	$1.76M	Sell	35,181 -5,501	-14%	-$291K	0.74%	29
2026 Q2	$2.24M	Buy	40,682 +7,709	+23%	+$423K	1.08%	20
2026 Q1	$1.83M	Buy	32,973 +1,080	+3%	+$60.6K	0.99%	24
2025 Q4	$1.78M	Buy	31,893 +3,446	+12%	+$196K	0.78%	24
2025 Q3	$1.62M	Sell	28,447 -30,859	-52%	-$1.72M	0.71%	24
2025 Q2	$3.33M	Sell	59,306 -28	-0%	-$1.55K	1.48%	15
2025 Q1	$3.42M	Buy	59,334 +5,235	+10%	+$295K	1.67%	14
2024 Q4	$2.99M	Sell	54,099 -6,632	-11%	-$384K	1.33%	19
2024 Q3	$3.74M	Buy	60,731 +8,491	+16%	+$513K	1.83%	15
2024 Q2	$3.01M	Sell	52,240 -3,981	-7%	-$228K	1.59%	18
2024 Q1	$3.33M	Sell	56,221 -1,607	-3%	-$95.1K	1.74%	15
2023 Q4	$3.56M	Buy	57,828 +30,422	+111%	+$1.72M	1.67%	15
2023 Q3	$1.52M	Sell	27,406 -12,134	-31%	-$725K	0.9%	24
2023 Q2	$2.51M	Buy	39,540 +900	+2%	+$57.7K	1.57%	19
2023 Q1	$2.53M	Buy	38,640 +1,833	+5%	+$118K	1.75%	15
2022 Q4	$2.27M	Buy	36,807 +8,291	+29%	+$515K	1.84%	14
2022 Q3	$1.8M	Buy	28,516 +5,908	+26%	+$407K	1.36%	15
2022 Q2	$1.59M	Buy	22,608 +2,050	+10%	+$147K	1.12%	20
2022 Q1	$1.65M	Buy	20,558 +6,731	+49%	+$563K	0.83%	21
2021 Q4	$1.24M	Buy	13,827 +983	+8%	+$87.6K	0.53%	22
2021 Q3	$1.13M	Buy	12,844 +514	+4%	+$46.3K	0.48%	20
2021 Q2	$1.08M	Buy	+12,330	New	+$1.05M	0.6%	18

Other funds holding VGLT

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Catalyst Private Wealth's VGLT Position: Q3 2026 in Review

Catalyst Private Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 14% in Q3 2026, selling an estimated $291K and leaving 35,181 shares worth $1.76M. The position accounts for 0.74% of the portfolio, ranked #29.

Catalyst Private Wealth first reported a position in VGLT in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.74M in Q3 2024. 180 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Catalyst Private Wealth held 35,181 shares of Vanguard Long-Term Treasury ETF worth $1.76M as of Q3 2026.
Catalyst Private Wealth sold 5,501 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $291K.
Vanguard Long-Term Treasury ETF made up 0.74% of Catalyst Private Wealth's portfolio in Q3 2026, its #29 holding.
Catalyst Private Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q2 2021 and has held it in 22 quarters since.
Catalyst Private Wealth's Vanguard Long-Term Treasury ETF position peaked at $3.74M in Q3 2024.
180 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.