KWM
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Kiker Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Kiker 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
2025
Q2 		– Sell
-29
Closed -$1.67K – 785
2025
Q1 		$1.67K Buy
+29
New +$1.63K ﹤0.01% 567

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Kiker Wealth Management's VGLT Position: Q2 2025 in Review

Kiker Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 29 shares — an estimated $1.67K sold.

Kiker Wealth Management first reported a position in VGLT in Q1 2025 and held it in 1 quarter. The position peaked at $1.67K in Q1 2025. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Kiker Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 29 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $1.67K.
  • Kiker Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.67K in Q1 2025.
  • 400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.