Family Capital Trust’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Family Capital Trust’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 Q1	–	Sell	-68,506	Closed	-$4.22M	–	65
2024 Q4	$4.22M	Buy	68,506 +129	+0.2%	+$7.48K	1.43%	23
2024 Q3	$4.21M	Buy	68,377 +324	+0.5%	+$19.6K	1.35%	23
2024 Q2	$3.93M	Buy	68,053 +18,114	+36%	+$1.04M	1.28%	21
2024 Q1	$2.96M	Buy	49,939 +3,797	+8%	+$225K	1.01%	25
2023 Q4	$2.84M	Sell	46,142 -7,116	-13%	-$402K	0.9%	26
2023 Q3	$2.96M	Buy	53,258 +3,293	+7%	+$197K	1.05%	23
2023 Q2	$3.17M	Buy	49,965 +1,801	+4%	+$115K	1.11%	25
2023 Q1	$3.16M	Buy	+48,164	New	+$3.11M	1.22%	24

Other funds holding VGLT

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Family Capital Trust's VGLT Position: Q1 2025 in Review

Family Capital Trust sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 68,506 shares — an estimated $4.22M sold.

Family Capital Trust first reported a position in VGLT in Q1 2023 and held it in 8 quarters. The position peaked at $4.22M in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

Family Capital Trust reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Family Capital Trust sold 68,506 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $4.22M.
Family Capital Trust first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Family Capital Trust's Vanguard Long-Term Treasury ETF position peaked at $4.22M in Q4 2024.
405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Family Capital Trust's 13F filing for Q1 2025, filed 25 Apr 2025.