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

Evoke 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 Q2	–	Sell	-3,897	Closed	-$216K	–	627
2026 Q1	$216K	Sell	3,897 -350	-8%	-$19.6K	﹤0.01%	641
2025 Q4	$237K	Sell	4,247 -300	-7%	-$17.1K	﹤0.01%	584
2025 Q3	$259K	Hold	4,547	–	–	0.01%	538
2025 Q2	$255K	Hold	4,547	–	–	0.01%	500
2025 Q1	$262K	Hold	4,547	–	–	0.01%	376
2024 Q4	$252K	Sell	4,547 -425	-9%	-$24.6K	0.01%	375
2024 Q3	$306K	Buy	+4,972	New	+$300K	0.01%	331
2024 Q2	–	Sell	-6,782	Closed	-$402K	–	376
2024 Q1	$402K	Buy	+6,782	New	+$401K	0.01%	289
2023 Q4	–	Sell	-4,942	Closed	-$274K	–	345
2023 Q3	$274K	Buy	+4,942	New	+$295K	0.01%	311

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 22.96% 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

Evoke Wealth's VGLT Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 3,897 shares — an estimated $216K sold.

Evoke Wealth first reported a position in VGLT in Q3 2023 and held it in 9 quarters. The position peaked at $402K in Q1 2024. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Evoke Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 3,897 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $216K.
Evoke Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 9 quarters.
Evoke Wealth's Vanguard Long-Term Treasury ETF position peaked at $402K in Q1 2024.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.