CFO
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Collective Family Office’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Collective Family Office’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
2025
Q2 		– Sell
-12,267
Closed -$707K – 164
2025
Q1 		$707K Sell
12,267
-4,924
-29% -$277K 0.19% 87
2024
Q4 		$952K Buy
17,191
+8,669
+102% +$502K 0.26% 79
2024
Q3 		$524K Buy
8,522
+3,985
+88% +$241K 0.14% 108
2024
Q2 		$262K Buy
+4,537
New +$260K 0.08% 157

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Collective Family Office's VGLT Position: Q2 2025 in Review

Collective Family Office sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 12,267 shares — an estimated $707K sold.

Collective Family Office first reported a position in VGLT in Q2 2024 and held it in 4 quarters. The position peaked at $952K in Q4 2024. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Collective Family Office reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Collective Family Office sold 12,267 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $707K.
  • Collective Family Office first reported a position in Vanguard Long-Term Treasury ETF in Q2 2024 and held it in 4 quarters.
  • Collective Family Office's Vanguard Long-Term Treasury ETF position peaked at $952K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Collective Family Office's 13F filing for Q2 2025, filed 3 Jul 2025.