L.J. Altfest & Co’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

L.J. Altfest & Co’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	$717K	Sell	12,952 -3,993	-24%	-$224K	0.08%	180
2025 Q4	$946K	Sell	16,945 -2,118	-11%	-$121K	0.1%	138
2025 Q3	$1.08M	Buy	19,063 +14	+0.1%	+$780	0.12%	119
2025 Q2	$1.07M	Sell	19,049 -6,852	-26%	-$380K	0.13%	119
2025 Q1	$1.49M	Sell	25,901 -261,005	-91%	-$14.7M	0.19%	88
2024 Q4	$15.9M	Buy	+286,906	New	+$16.6M	2.03%	16
2022 Q4	–	Sell	-7,663	Closed	-$482K	–	279
2022 Q3	$482K	Buy	+7,663	New	+$528K	0.09%	144

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

L.J. Altfest & Co's VGLT Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 24% in Q1 2026, selling an estimated $224K and leaving 12,952 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #180.

L.J. Altfest & Co first reported a position in VGLT in Q3 2022 and has held it in 7 quarters since. The position peaked at $15.9M in Q4 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

L.J. Altfest & Co held 12,952 shares of Vanguard Long-Term Treasury ETF worth $717K as of Q1 2026.
L.J. Altfest & Co sold 3,993 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $224K.
Vanguard Long-Term Treasury ETF made up 0.08% of L.J. Altfest & Co's portfolio in Q1 2026, its #180 holding.
L.J. Altfest & Co first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and has held it in 7 quarters since.
L.J. Altfest & Co's Vanguard Long-Term Treasury ETF position peaked at $15.9M in Q4 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.