Freedom Investment Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Freedom Investment 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
2026 Q1	$217K	Sell	3,916 -46	-1%	-$2.58K	0.06%	102
2025 Q4	$221K	Buy	3,962 +62	+2%	+$3.53K	0.06%	112
2025 Q3	$222K	Sell	3,900 -19,431	-83%	-$1.08M	0.06%	134
2025 Q2	$1.31M	Sell	23,331 -996	-4%	-$55.2K	0.1%	180
2025 Q1	$1.4M	Sell	24,327 -837	-3%	-$47.1K	0.12%	156
2024 Q4	$1.39M	Buy	25,164 +8,508	+51%	+$493K	0.12%	161
2024 Q3	$1.03M	Sell	16,656 -1,047	-6%	-$63.3K	0.08%	235
2024 Q2	$1.02M	Buy	17,703 +895	+5%	+$51.2K	0.08%	233
2024 Q1	$996K	Sell	16,808 -2,259	-12%	-$134K	0.08%	247
2023 Q4	$1.17M	Buy	19,067 +1,064	+6%	+$60.1K	0.1%	202
2023 Q3	$999K	Sell	18,003 -271	-1%	-$16.2K	0.12%	205
2023 Q2	$1.16M	Buy	+18,274	New	+$1.17M	0.13%	201

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 $424B AUM 22.94% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Freedom Investment Management's VGLT Position: Q1 2026 in Review

Freedom Investment Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 1.2% in Q1 2026, selling an estimated $2.58K and leaving 3,916 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #102.

Freedom Investment Management first reported a position in VGLT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.4M in Q1 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Freedom Investment Management held 3,916 shares of Vanguard Long-Term Treasury ETF worth $217K as of Q1 2026.
Freedom Investment Management sold 46 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $2.58K.
Vanguard Long-Term Treasury ETF made up 0.06% of Freedom Investment Management's portfolio in Q1 2026, its #102 holding.
Freedom Investment Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Freedom Investment Management's Vanguard Long-Term Treasury ETF position peaked at $1.4M in Q1 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.