JIR
VGLT icon

James Investment Research’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

James Investment Research’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 		$2.53M Sell
45,769
-10,444
-19% -$586K 0.28% 89
2025
Q4 		$3.14M Buy
56,213
+822
+1% +$46.8K 0.34% 72
2025
Q3 		$3.15M Buy
55,391
+1,537
+3% +$85.7K 0.34% 72
2025
Q2 		$3.02M Sell
53,854
-3,785
-7% -$210K 0.36% 74
2025
Q1 		$3.32M Buy
57,639
+550
+1% +$31K 0.42% 66
2024
Q4 		$3.16M Buy
57,089
+25,775
+82% +$1.49M 0.38% 76
2024
Q3 		$1.93M Buy
31,314
+405
+1% +$24.5K 0.22% 110
2024
Q2 		$1.78M Buy
30,909
+413
+1% +$23.6K 0.21% 106
2024
Q1 		$1.81M Sell
30,496
-946
-3% -$56K 0.21% 111
2023
Q4 		$1.93M Sell
31,442
-23,066
-42% -$1.3M 0.24% 106
2023
Q3 		$3.03M Buy
+54,508
New +$3.26M 0.4% 77

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return