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Global Wealth Management Investment Advisory’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-10,811
Closed -$623K – 152
2025
Q1 		$623K Buy
10,811
+1,484
+16% +$83.6K 0.12% 112
2024
Q4 		$516K Sell
9,327
-134
-1% -$7.77K 0.11% 116
2024
Q3 		$582K Sell
9,461
-16
-0.2% -$967 0.13% 111
2024
Q2 		$547K Sell
9,477
-47
-0.5% -$2.69K 0.13% 108
2024
Q1 		$564K Buy
9,524
+947
+11% +$56K 0.14% 107
2023
Q4 		$528K Sell
8,577
-1,076
-11% -$60.8K 0.14% 109
2023
Q3 		$536K Sell
9,653
-25
-0.3% -$1.49K 0.15% 109
2023
Q2 		$615K Sell
9,678
-475
-5% -$30.5K 0.17% 103
2023
Q1 		$665K Sell
10,153
-192
-2% -$12.4K 0.2% 98
2022
Q4 		$637K Sell
10,345
-915
-8% -$56.9K 0.21% 94
2022
Q3 		$709K Buy
11,260
+2,192
+24% +$151K 0.25% 92
2022
Q2 		$636K Sell
9,068
-6,910
-43% -$497K 0.21% 92
2022
Q1 		$1.28M Sell
15,978
-1,732
-10% -$145K 0.38% 75
2021
Q4 		$1.58M Sell
17,710
-1,418
-7% -$126K 0.48% 67
2021
Q3 		$1.68M Sell
19,128
-1,348
-7% -$121K 0.53% 68
2021
Q2 		$1.8M Buy
20,476
+1,630
+9% +$138K 0.6% 60
2021
Q1 		$1.56M Buy
18,846
+2,822
+18% +$249K 0.56% 65
2020
Q4 		$1.54M Buy
16,024
+891
+6% +$86.3K 0.6% 62
2020
Q3 		$1.51M Buy
15,133
+93
+0.6% +$9.41K 0.65% 55
2020
Q2 		$1.51M Sell
15,040
-4,429
-23% -$445K 0.64% 56
2020
Q1 		$1.97M Buy
19,469
+100
+0.5% +$9.13K 0.99% 32
2019
Q4 		$1.61M Buy
19,369
+619
+3% +$52.8K 0.68% 56
2019
Q3 		$1.65M Buy
18,750
+573
+3% +$48.9K 0.75% 56
2019
Q2 		$1.48M Buy
18,177
+1,995
+12% +$156K 0.72% 55
2019
Q1 		$1.26M Sell
16,182
-213
-1% -$15.9K 0.65% 55
2018
Q4 		$1.23M Buy
+16,395
New +$1.17M 0.71% 52

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Global Wealth Management Investment Advisory's VGLT Position: Q2 2025 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 10,811 shares — an estimated $623K sold.

Global Wealth Management Investment Advisory first reported a position in VGLT in Q4 2018 and held it in 26 quarters. The position peaked at $1.97M in Q1 2020. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Global Wealth Management Investment Advisory reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 10,811 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $623K.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Long-Term Treasury ETF in Q4 2018 and held it in 26 quarters.
  • Global Wealth Management Investment Advisory's Vanguard Long-Term Treasury ETF position peaked at $1.97M in Q1 2020.
  • 400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.