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FWG Investments’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

FWG Investments’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
-8,735
Closed -$483K – 119
2024
Q4 		$483K Buy
8,735
+182
+2% +$10.5K 0.38% 72
2024
Q3 		$526K Buy
8,553
+75
+0.9% +$4.53K 0.46% 58
2024
Q2 		$489K Sell
8,478
-14
-0.2% -$801 0.49% 52
2024
Q1 		$503K Buy
8,492
+1,092
+15% +$64.6K 0.55% 47
2023
Q4 		$455K Buy
+7,400
New +$418K 0.57% 45

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

FWG Investments's VGLT Position: Q1 2025 in Review

FWG Investments sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 8,735 shares — an estimated $483K sold.

FWG Investments first reported a position in VGLT in Q4 2023 and held it in 5 quarters. The position peaked at $526K in Q3 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • FWG Investments reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • FWG Investments sold 8,735 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $483K.
  • FWG Investments first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 5 quarters.
  • FWG Investments's Vanguard Long-Term Treasury ETF position peaked at $526K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.