CAS
VGLT icon

Coppell Advisory Solutions’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-9,805
Closed -$550K – 355
2025
Q4 		$550K Sell
9,805
-238
-2% -$13.5K 0.05% 241
2025
Q3 		$572K Buy
10,043
+2,111
+27% +$118K 0.06% 232
2025
Q2 		$441K Buy
7,932
+3,705
+88% +$205K 0.05% 260
2025
Q1 		$242K Buy
4,227
+4,125
+4,044% +$232K 0.03% 290
2024
Q4 		$5.67K Sell
102
-3
-3% -$174 ﹤0.01% 1290
2024
Q3 		$6.49K Sell
105
-56
-35% -$3.38K ﹤0.01% 1208
2024
Q2 		$9.29K Buy
+161
New +$9.21K ﹤0.01% 1031
2023
Q4 		$131K Buy
+2,121
New +$120K 0.03% 324

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

Coppell Advisory Solutions's VGLT Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 9,805 shares — an estimated $550K sold.

Coppell Advisory Solutions first reported a position in VGLT in Q4 2023 and held it in 8 quarters. The position peaked at $572K in Q3 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 9,805 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $550K.
  • Coppell Advisory Solutions first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Coppell Advisory Solutions's Vanguard Long-Term Treasury ETF position peaked at $572K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.