Evelyn Partners Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Evelyn Partners Asset Management’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	-126	Closed	-$7.16K	–	299
2025 Q3	$7.16K	Hold	126	–	–	﹤0.01%	246
2025 Q2	$7.07K	Hold	126	–	–	﹤0.01%	207
2025 Q1	$7.26K	Hold	126	–	–	﹤0.01%	211
2024 Q4	$6.97K	Buy	+126	New	+$7.3K	﹤0.01%	212

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

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

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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Evelyn Partners Asset Management's VGLT Position: Q4 2025 in Review

Evelyn Partners Asset Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 126 shares — an estimated $7.16K sold.

Evelyn Partners Asset Management first reported a position in VGLT in Q4 2024 and held it in 4 quarters. The position peaked at $7.26K in Q1 2025. 443 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

Evelyn Partners Asset Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Evelyn Partners Asset Management sold 126 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $7.16K.
Evelyn Partners Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Evelyn Partners Asset Management's Vanguard Long-Term Treasury ETF position peaked at $7.26K in Q1 2025.
443 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.