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

EP Wealth 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 Q1	$4.06M	Buy	73,329 +67,341	+1,125%	+$3.78M	0.02%	347
2025 Q4	$334K	Buy	+5,988	New	+$341K	﹤0.01%	1075
2025 Q2	$120K	Buy	+2,147	New	+$119K	﹤0.01%	1352
2023 Q4	–	Sell	-3,747	Closed	-$208K	–	838
2023 Q3	$208K	Sell	3,747 -106,658	-97%	-$6.37M	﹤0.01%	661
2023 Q2	$653K	Buy	110,405 +90,150	+445%	+$5.78M	0.01%	412
2023 Q1	$1.23M	Buy	20,255 +3,047	+18%	+$197K	0.02%	281
2022 Q4	$1.06M	Buy	+17,208	New	+$1.07M	0.02%	274

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EP Wealth Advisors's VGLT Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 1,125% in Q1 2026, buying an estimated $3.78M and bringing the position to 73,329 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #347.

EP Wealth Advisors first reported a position in VGLT in Q4 2022 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

EP Wealth Advisors held 73,329 shares of Vanguard Long-Term Treasury ETF worth $4.06M as of Q1 2026.
EP Wealth Advisors bought 67,341 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $3.78M.
Vanguard Long-Term Treasury ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #347 holding.
EP Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and has held it in 7 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.