CVA Family Office’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

CVA Family Office’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 Q2	$2.26K	Hold	41	–	–	﹤0.01%	1498
2026 Q1	$2.27K	Hold	41	–	–	﹤0.01%	1494
2025 Q4	$2.29K	Hold	41	–	–	﹤0.01%	970
2025 Q3	$2.33K	Hold	41	–	–	﹤0.01%	983
2025 Q2	$2.3K	Hold	41	–	–	﹤0.01%	974
2025 Q1	$2.36K	Hold	41	–	–	﹤0.01%	984
2024 Q4	$2.27K	Hold	41	–	–	﹤0.01%	969
2024 Q3	$2.52K	Hold	41	–	–	﹤0.01%	950
2024 Q2	$2.37K	Sell	41 -6	-13%	-$343	﹤0.01%	929
2024 Q1	$2.78K	Buy	+47	New	+$2.78K	﹤0.01%	896
2021 Q3	–	Sell	-100	Closed	-$9K	–	864
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	684
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	560
2020 Q4	$10K	Buy	+100	New	+$9.68K	0.01%	302

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

CVA Family Office's VGLT Position: Q2 2026 in Review

CVA Family Office held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 41 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

CVA Family Office first reported a position in VGLT in Q4 2020 and has held it in 13 quarters since. The position peaked at $10K in Q4 2020. 461 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

CVA Family Office held 41 shares of Vanguard Long-Term Treasury ETF worth $2.26K as of Q2 2026.
CVA Family Office left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1498 holding.
CVA Family Office first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and has held it in 13 quarters since.
CVA Family Office's Vanguard Long-Term Treasury ETF position peaked at $10K in Q4 2020.
461 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.