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

Kingsview 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
2026 Q1	$248K	Sell	4,476 -7,096	-61%	-$398K	﹤0.01%	1158
2025 Q4	$646K	Buy	11,572 +7,275	+169%	+$414K	0.01%	766
2025 Q3	$244K	Sell	4,297 -583	-12%	-$32.5K	﹤0.01%	1053
2025 Q2	$274K	Sell	4,880 -9,330	-66%	-$517K	﹤0.01%	977
2025 Q1	$819K	Buy	+14,210	New	+$800K	0.02%	596
2024 Q4	–	Sell	-4,447	Closed	-$274K	–	1189
2024 Q3	$274K	Sell	4,447 -3,522	-44%	-$213K	0.01%	916
2024 Q2	$460K	Buy	+7,969	New	+$456K	0.01%	712
2024 Q1	–	Sell	-7,723	Closed	-$475K	–	1075
2023 Q4	$475K	Buy	7,723 +944	+14%	+$53.3K	0.01%	642
2023 Q3	$376K	Buy	6,779 +2,783	+70%	+$166K	0.01%	695
2023 Q2	$254K	Buy	+3,996	New	+$256K	0.01%	795
2023 Q1	–	Sell	-9,921	Closed	-$611K	–	948
2022 Q4	$611K	Buy	9,921 +1,905	+24%	+$118K	0.03%	459
2022 Q3	$505K	Buy	8,016 +684	+9%	+$47.1K	0.02%	503
2022 Q2	$514K	Buy	7,332 +2,960	+68%	+$213K	0.02%	531
2022 Q1	$352K	Sell	4,372 -14,266	-77%	-$1.19M	0.02%	656
2021 Q4	$1.67M	Buy	+18,638	New	+$1.66M	0.07%	278

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

Kingsview Wealth Management's VGLT Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 61% in Q1 2026, selling an estimated $398K and leaving 4,476 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Kingsview Wealth Management first reported a position in VGLT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2021. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Kingsview Wealth Management held 4,476 shares of Vanguard Long-Term Treasury ETF worth $248K as of Q1 2026.
Kingsview Wealth Management sold 7,096 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $398K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1158 holding.
Kingsview Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 15 quarters since.
Kingsview Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.67M in Q4 2021.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.