Journey Strategic Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Journey Strategic Wealth’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	$411K	Sell	7,422 -1,371	-16%	-$77K	0.01%	406
2025 Q4	$491K	Sell	8,793 -1,020	-10%	-$58K	0.01%	315
2025 Q3	$558K	Buy	9,813 +1,087	+12%	+$60.6K	0.02%	269
2025 Q2	$490K	Sell	8,726 -6,356	-42%	-$352K	0.02%	297
2025 Q1	$869K	Sell	15,082 -10,722	-42%	-$604K	0.03%	146
2024 Q4	$1.43M	Buy	+25,804	New	+$1.5M	0.05%	91

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 $424B AUM 22.94% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Journey Strategic Wealth's VGLT Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 16% in Q1 2026, selling an estimated $77K and leaving 7,422 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #406.

Journey Strategic Wealth first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q4 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Journey Strategic Wealth held 7,422 shares of Vanguard Long-Term Treasury ETF worth $411K as of Q1 2026.
Journey Strategic Wealth sold 1,371 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $77K.
Vanguard Long-Term Treasury ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #406 holding.
Journey Strategic Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Journey Strategic Wealth's Vanguard Long-Term Treasury ETF position peaked at $1.43M in Q4 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.