Kingdom Financial Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Kingdom Financial Group’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	$158K	Sell	2,847 -168	-6%	-$9.43K	0.05%	168
2025 Q4	$168K	Buy	+3,015	New	+$172K	0.05%	156
2025 Q2	–	Sell	-54,981	Closed	-$3.17M	–	74
2025 Q1	$3.17M	Buy	54,981 +2,724	+5%	+$153K	2.32%	13
2024 Q4	$2.89M	Sell	52,257 -1,996	-4%	-$116K	1.98%	14
2024 Q3	$3.34M	Buy	54,253 +8,736	+19%	+$528K	2.5%	13
2024 Q2	$2.63M	Buy	45,517 +718	+2%	+$41.1K	1.78%	14
2024 Q1	$2.65M	Buy	44,799 +17,557	+64%	+$1.04M	1.87%	15
2023 Q4	$1.68M	Sell	27,242 -1,180	-4%	-$66.7K	1.46%	17
2023 Q3	$1.58M	Buy	28,422 +2,076	+8%	+$124K	1.49%	16
2023 Q2	$1.67M	Buy	+26,346	New	+$1.69M	1.64%	16

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 $67.7B AUM 51.91% 1-Year Est. Return

Kingdom Financial Group's VGLT Position: Q1 2026 in Review

Kingdom Financial Group reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 5.6% in Q1 2026, selling an estimated $9.43K and leaving 2,847 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #168.

Kingdom Financial Group first reported a position in VGLT in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.34M in Q3 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Kingdom Financial Group held 2,847 shares of Vanguard Long-Term Treasury ETF worth $158K as of Q1 2026.
Kingdom Financial Group sold 168 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $9.43K.
Vanguard Long-Term Treasury ETF made up 0.05% of Kingdom Financial Group's portfolio in Q1 2026, its #168 holding.
Kingdom Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's Vanguard Long-Term Treasury ETF position peaked at $3.34M in Q3 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.