FWM
VGLT icon

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

FLP Wealth 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
Q1 		– Sell
-3,226
Closed -$179K – 436
2024
Q4 		$179K Buy
+3,226
New +$187K 0.46% 54

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
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

FLP Wealth Management's VGLT Position: Q1 2025 in Review

FLP Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 3,226 shares — an estimated $179K sold.

FLP Wealth Management first reported a position in VGLT in Q4 2024 and held it in 1 quarter. The position peaked at $179K in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • FLP Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 3,226 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $179K.
  • FLP Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $179K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.