CoreCap Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

CoreCap Advisors’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	$57.8K	Sell	1,152 -16,709	-94%	-$884K	﹤0.01%	1327
2026 Q2	$986K	Buy	17,861 +27	+0.2%	+$1.48K	0.03%	392
2026 Q1	$987K	Sell	17,834 -172	-1%	-$9.7K	0.03%	368
2025 Q4	$1M	Sell	18,006 -976	-5%	-$55.5K	0.04%	368
2025 Q3	$1.08M	Buy	18,982 +3,828	+25%	+$213K	0.04%	356
2025 Q2	$850K	Buy	15,154 +3,511	+30%	+$195K	0.03%	385
2025 Q1	$671K	Sell	11,643 -374	-3%	-$21.1K	0.03%	420
2024 Q4	$665K	Buy	12,017 +11,055	+1,149%	+$641K	0.03%	410
2024 Q3	$59.2K	Buy	962 +63	+7%	+$3.81K	﹤0.01%	1121
2024 Q2	$51.9K	Sell	899 -45	-5%	-$2.57K	0.01%	654
2024 Q1	$55.9K	Buy	+944	New	+$55.8K	﹤0.01%	1062
2022 Q4	$66.9K	Buy	+1,085	New	+$67.4K	﹤0.01%	885
2022 Q3	–	Sell	-983	Closed	-$69K	–	2042
2022 Q2	$69K	Buy	+983	New	+$70.6K	0.01%	834
2022 Q1	–	Sell	-1,597	Closed	-$143K	–	2046
2021 Q4	$143K	Buy	+1,597	New	+$142K	0.01%	632

Other funds holding VGLT

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 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

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

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

CoreCap Advisors's VGLT Position: Q3 2026 in Review

CoreCap Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 94% in Q3 2026, selling an estimated $884K and leaving 1,152 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

CoreCap Advisors first reported a position in VGLT in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2025. 124 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

CoreCap Advisors held 1,152 shares of Vanguard Long-Term Treasury ETF worth $57.8K as of Q3 2026.
CoreCap Advisors sold 16,709 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $884K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1327 holding.
CoreCap Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Vanguard Long-Term Treasury ETF position peaked at $1.08M in Q3 2025.
124 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.