Gould Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Gould Asset 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	$2.03M	Sell	36,622 -2,785	-7%	-$156K	0.35%	39
2025 Q4	$2.2M	Buy	39,407 +18,657	+90%	+$1.06M	0.39%	36
2025 Q3	$1.18M	Sell	20,750 -8,885	-30%	-$495K	0.22%	54
2025 Q2	$1.66M	Sell	29,635 -14,865	-33%	-$824K	0.33%	41
2025 Q1	$2.56M	Sell	44,500 -4,315	-9%	-$243K	0.53%	27
2024 Q4	$2.7M	Buy	48,815 +33,380	+216%	+$1.93M	0.57%	27
2024 Q3	$950K	Sell	15,435 -230	-1%	-$13.9K	0.2%	62
2024 Q2	$904K	Sell	15,665 -1,125	-7%	-$64.4K	0.21%	58
2024 Q1	$995K	Buy	16,790 +2,435	+17%	+$144K	0.24%	49
2023 Q4	$883K	Buy	14,355 +1,685	+13%	+$95.2K	0.23%	50
2023 Q3	$703K	Buy	12,670 +830	+7%	+$49.6K	0.2%	58
2023 Q2	$752K	Buy	11,840 +170	+1%	+$10.9K	0.21%	57
2023 Q1	$765K	Sell	11,670 -54,690	-82%	-$3.53M	0.22%	52
2022 Q4	$4.09M	Buy	66,360 +58,030	+697%	+$3.61M	1.23%	16
2022 Q3	$524K	Buy	+8,330	New	+$574K	0.18%	63

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 $374B AUM 17.66% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Gould Asset Management's VGLT Position: Q1 2026 in Review

Gould Asset Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 7.1% in Q1 2026, selling an estimated $156K and leaving 36,622 shares worth $2.03M. The position accounts for 0.35% of the portfolio, ranked #39.

Gould Asset Management first reported a position in VGLT in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.09M in Q4 2022. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Gould Asset Management held 36,622 shares of Vanguard Long-Term Treasury ETF worth $2.03M as of Q1 2026.
Gould Asset Management sold 2,785 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $156K.
Vanguard Long-Term Treasury ETF made up 0.35% of Gould Asset Management's portfolio in Q1 2026, its #39 holding.
Gould Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
Gould Asset Management's Vanguard Long-Term Treasury ETF position peaked at $4.09M in Q4 2022.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.