Kovitz Investment Group Partners
VGLT icon

Kovitz Investment Group Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Kovitz Investment Group Partners’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
Q1 		– Sell
-245,540
Closed -$13.6M – 1319
2024
Q4 		$13.6M Buy
+245,540
New +$14.2M 0.07% 216

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Kovitz Investment Group Partners's VGLT Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 245,540 shares — an estimated $13.6M sold.

Kovitz Investment Group Partners first reported a position in VGLT in Q4 2024 and held it in 1 quarter. The position peaked at $13.6M in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 245,540 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $13.6M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Vanguard Long-Term Treasury ETF position peaked at $13.6M in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.