GGM Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

GGM Wealth Advisors’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	$2.34M	Sell	41,284 -2,387	-5%	-$134K	1.3%	25
2024 Q4	$2.42M	Sell	43,671 -8,084	-16%	-$469K	1.26%	24
2024 Q3	$3.19M	Buy	51,755 +973	+2%	+$58.8K	1.37%	20
2024 Q2	$2.93M	Sell	50,782 -3,769	-7%	-$216K	1.34%	22
2024 Q1	$3.15M	Sell	54,551 -103,714	-66%	-$6.13M	1.47%	20
2023 Q4	$9.3M	Buy	158,265 +104,319	+193%	+$5.89M	3.85%	4
2023 Q3	$2.99M	Sell	53,946 -112,240	-68%	-$6.7M	1.3%	21
2023 Q2	$10.2M	Buy	+166,186	New	+$10.7M	4.16%	3

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

GGM Wealth Advisors's VGLT Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 5.5% in Q1 2025, selling an estimated $134K and leaving 41,284 shares worth $2.34M. The position accounts for 1.3% of the portfolio, ranked #25.

GGM Wealth Advisors first reported a position in VGLT in Q2 2023 and has held it in 8 quarters since. The position peaked at $10.2M in Q2 2023. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

GGM Wealth Advisors held 41,284 shares of Vanguard Long-Term Treasury ETF worth $2.34M as of Q1 2025.
GGM Wealth Advisors sold 2,387 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $134K.
Vanguard Long-Term Treasury ETF made up 1.3% of GGM Wealth Advisors's portfolio in Q1 2025, its #25 holding.
GGM Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 8 quarters since.
GGM Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $10.2M in Q2 2023.
405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.