CWM
VGLT icon

Comprehensive Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Comprehensive 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
2025
Q2 		– Sell
-13,450
Closed -$775K – 45
2025
Q1 		$775K Buy
13,450
+4,269
+46% +$240K 0.54% 28
2024
Q4 		$508K Buy
9,181
+1,965
+27% +$114K 0.38% 26
2024
Q3 		$444K Buy
7,216
+307
+4% +$18.5K 0.29% 27
2024
Q2 		$399K Sell
6,909
-336,197
-98% -$19.2M 0.29% 25
2024
Q1 		$20.3M Buy
343,106
+167,165
+95% +$9.89M 15.83% 3
2023
Q4 		$10.8M Sell
175,941
-91,839
-34% -$5.19M 9.78% 2
2023
Q3 		$14.9M Sell
267,780
-380,506
-59% -$22.7M 13.99% 2
2023
Q2 		$41.2M Buy
+648,286
New +$41.6M 35.67% 1
2023
Q1 		– Sell
-7,594
Closed -$468K – 36
2022
Q4 		$468K Buy
7,594
+1,040
+16% +$64.6K 0.43% 21
2022
Q3 		$413K Buy
6,554
+223
+4% +$15.4K 0.42% 20
2022
Q2 		$444K Buy
6,331
+2,359
+59% +$170K 0.38% 18
2022
Q1 		$319K Buy
+3,972
New +$332K 0.33% 23

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Comprehensive Wealth Management's VGLT Position: Q2 2025 in Review

Comprehensive Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 13,450 shares — an estimated $775K sold.

Comprehensive Wealth Management first reported a position in VGLT in Q1 2022 and held it in 12 quarters. The position peaked at $41.2M in Q2 2023. 403 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Comprehensive Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Comprehensive Wealth Management sold 13,450 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $775K.
  • Comprehensive Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2022 and held it in 12 quarters.
  • Comprehensive Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $41.2M in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Comprehensive Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.