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 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 $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

Evoke Wealth's VGLT Position: Q1 2026 in Review

Evoke Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 8.2% in Q1 2026, selling an estimated $19.6K and leaving 3,897 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Evoke Wealth first reported a position in VGLT in Q3 2023 and has held it in 9 quarters since. The position peaked at $402K in Q1 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Evoke Wealth held 3,897 shares of Vanguard Long-Term Treasury ETF worth $216K as of Q1 2026.
Evoke Wealth sold 350 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $19.6K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #641 holding.
Evoke Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and has held it in 9 quarters since.
Evoke Wealth's Vanguard Long-Term Treasury ETF position peaked at $402K in Q1 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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