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VGLT icon

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

CreativeOne Wealth’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 		$2.92M Sell
52,728
-2,921
-5% -$164K 0.07% 269
2025
Q4 		$3.11M Buy
55,649
+9,630
+21% +$548K 0.08% 244
2025
Q3 		$2.62M Sell
46,019
-1,045
-2% -$58.2K 0.06% 278
2025
Q2 		$2.64M Buy
47,064
+6,706
+17% +$372K 0.07% 275
2025
Q1 		$2.33M Sell
40,358
-729
-2% -$41.1K 0.07% 268
2024
Q4 		$2.27M Buy
41,087
+6,168
+18% +$357K 0.07% 262
2024
Q3 		$2.15M Buy
34,919
+20,956
+150% +$1.27M 0.07% 252
2024
Q2 		$805K Sell
13,963
-9,262
-40% -$530K 0.04% 370
2024
Q1 		$1.38M Sell
23,225
-355
-2% -$21K 0.05% 307
2023
Q4 		$1.45M Buy
23,580
+1,933
+9% +$109K 0.09% 198
2023
Q3 		$1.2M Sell
21,647
-5,929
-22% -$354K 0.09% 213
2023
Q2 		$1.75M Buy
27,576
+22,862
+485% +$1.47M 0.08% 234
2023
Q1 		$309K Buy
+4,714
New +$304K 0.02% 628

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

CreativeOne Wealth's VGLT Position: Q1 2026 in Review

CreativeOne Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 5.2% in Q1 2026, selling an estimated $164K and leaving 52,728 shares worth $2.92M. The position accounts for 0.07% of the portfolio, ranked #269.

CreativeOne Wealth first reported a position in VGLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.11M in Q4 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • CreativeOne Wealth held 52,728 shares of Vanguard Long-Term Treasury ETF worth $2.92M as of Q1 2026.
  • CreativeOne Wealth sold 2,921 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $164K.
  • Vanguard Long-Term Treasury ETF made up 0.07% of CreativeOne Wealth's portfolio in Q1 2026, its #269 holding.
  • CreativeOne Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
  • CreativeOne Wealth's Vanguard Long-Term Treasury ETF position peaked at $3.11M in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.