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

Forza 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
Q3 		– Sell
-3,795
Closed -$213K – 198
2025
Q2 		$213K Buy
+3,795
New +$210K 0.09% 183

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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Forza Wealth Management's VGLT Position: Q3 2025 in Review

Forza Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2025, closing a stake of 3,795 shares — an estimated $213K sold.

Forza Wealth Management first reported a position in VGLT in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 398 funds tracked by Wall St. Rank hold VGLT as of Q3 2025.

  • Forza Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Forza Wealth Management sold 3,795 Vanguard Long-Term Treasury ETF shares in Q3 2025, an estimated $213K.
  • Forza Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Forza Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $213K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2025.

Based on Forza Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.