Glassman Wealth Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Glassman Wealth Services’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 Q4	–	Sell	-6,050	Closed	-$344K	–	201
2025 Q3	$344K	Hold	6,050	–	–	0.05%	58
2025 Q2	$340K	Hold	6,050	–	–	0.05%	57
2025 Q1	$349K	Hold	6,050	–	–	0.06%	48
2024 Q4	$335K	Hold	6,050	–	–	0.06%	48
2024 Q3	$372K	Hold	6,050	–	–	0.06%	44
2024 Q2	$349K	Hold	6,050	–	–	0.06%	48
2024 Q1	$358K	Hold	6,050	–	–	0.07%	43
2023 Q4	$372K	Buy	+6,050	New	+$342K	0.05%	109
2022 Q2	–	Sell	-2,910	Closed	-$234K	–	2014
2022 Q1	$234K	Buy	+2,910	New	+$243K	0.04%	146
2021 Q4	–	Sell	-2,976	Closed	-$261K	–	1932
2021 Q3	$261K	Buy	+2,976	New	+$268K	0.06%	120

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Glassman Wealth Services's VGLT Position: Q4 2025 in Review

Glassman Wealth Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 6,050 shares — an estimated $344K sold.

Glassman Wealth Services first reported a position in VGLT in Q3 2021 and held it in 10 quarters. The position peaked at $372K in Q3 2024. 442 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

Glassman Wealth Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Glassman Wealth Services sold 6,050 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $344K.
Glassman Wealth Services first reported a position in Vanguard Long-Term Treasury ETF in Q3 2021 and held it in 10 quarters.
Glassman Wealth Services's Vanguard Long-Term Treasury ETF position peaked at $372K in Q3 2024.
442 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on Glassman Wealth Services's 13F filing for Q4 2025, filed 28 Jan 2026.