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Core Wealth Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Core Wealth Partners’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
Q4 		– Sell
-3,584
Closed -$204K – 190
2025
Q3 		$204K Hold
3,584
– – 0.09% 170
2025
Q2 		$201K Sell
3,584
-969
-21% -$53.7K 0.1% 165
2025
Q1 		$262K Buy
+4,553
New +$256K 0.15% 135

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Core Wealth Partners's VGLT Position: Q4 2025 in Review

Core Wealth Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 3,584 shares — an estimated $204K sold.

Core Wealth Partners first reported a position in VGLT in Q1 2025 and held it in 3 quarters. The position peaked at $262K in Q1 2025. 443 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

  • Core Wealth Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Core Wealth Partners sold 3,584 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $204K.
  • Core Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and held it in 3 quarters.
  • Core Wealth Partners's Vanguard Long-Term Treasury ETF position peaked at $262K in Q1 2025.
  • 443 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on Core Wealth Partners's 13F filing for Q4 2025, filed 17 Feb 2026.