HWM
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HighMark Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

HighMark Wealth 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 		– Sell
-298
Closed -$16.6K – 606
2025
Q4 		$16.6K Buy
+298
New +$17K 0.01% 261

Other funds holding VGLT

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighMark Wealth Management's VGLT Position: Q1 2026 in Review

HighMark Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 298 shares — an estimated $16.6K sold.

HighMark Wealth Management first reported a position in VGLT in Q4 2025 and held it in 1 quarter. The position peaked at $16.6K in Q4 2025. 433 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • HighMark Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 298 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $16.6K.
  • HighMark Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • HighMark Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $16.6K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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