Kestra Private Wealth Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Kestra Private Wealth Services’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	$7.05M	Buy	127,307 +27,922	+28%	+$1.57M	0.09%	251
2025 Q4	$5.55M	Buy	+99,385	New	+$5.66M	0.07%	293
2025 Q3	–	Sell	-4,052	Closed	-$227K	–	1759
2025 Q2	$227K	Sell	4,052 -4,733	-54%	-$262K	﹤0.01%	1447
2025 Q1	$506K	Sell	8,785 -3,265	-27%	-$184K	0.01%	952
2024 Q4	$667K	Buy	12,050 +734	+6%	+$42.5K	0.01%	803
2024 Q3	$696K	Sell	11,316 -597	-5%	-$36.1K	0.01%	754
2024 Q2	$687K	Buy	11,913 +4,439	+59%	+$254K	0.01%	710
2024 Q1	$443K	Buy	+7,474	New	+$442K	0.01%	854
2023 Q4	–	Sell	-8,646	Closed	-$480K	–	1296
2023 Q3	$480K	Sell	8,646 -6,083	-41%	-$363K	0.02%	679
2023 Q2	$936K	Buy	14,729 +33	+0.2%	+$2.12K	0.03%	461
2023 Q1	$963K	Buy	+14,696	New	+$948K	0.04%	415
2022 Q4	–	Sell	-3,488	Closed	-$220K	–	993
2022 Q3	$220K	Buy	+3,488	New	+$240K	0.01%	756

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

Kestra Private Wealth Services's VGLT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 28% in Q1 2026, buying an estimated $1.57M and bringing the position to 127,307 shares worth $7.05M. The position accounts for 0.09% of the portfolio, ranked #251.

Kestra Private Wealth Services first reported a position in VGLT in Q3 2022 and has held it in 12 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Kestra Private Wealth Services held 127,307 shares of Vanguard Long-Term Treasury ETF worth $7.05M as of Q1 2026.
Kestra Private Wealth Services bought 27,922 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $1.57M.
Vanguard Long-Term Treasury ETF made up 0.09% of Kestra Private Wealth Services's portfolio in Q1 2026, its #251 holding.
Kestra Private Wealth Services first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and has held it in 12 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.