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

LeConte 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	$4.06M	Buy	73,401 +3,804	+5%	+$214K	2.63%	10
2025 Q4	$3.88M	Sell	69,597 -4,464	-6%	-$254K	2.54%	11
2025 Q3	$4.21M	Buy	74,061 +62,956	+567%	+$3.51M	2.81%	10
2025 Q2	$623K	Sell	11,105 -4,391	-28%	-$243K	0.42%	33
2025 Q1	$893K	Buy	+15,496	New	+$873K	0.57%	20

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

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

LeConte Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 5.5% in Q1 2026, buying an estimated $214K and bringing the position to 73,401 shares worth $4.06M. The position accounts for 2.63% of the portfolio, ranked #10.

LeConte Wealth Management first reported a position in VGLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.21M in Q3 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

LeConte Wealth Management held 73,401 shares of Vanguard Long-Term Treasury ETF worth $4.06M as of Q1 2026.
LeConte Wealth Management bought 3,804 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $214K.
Vanguard Long-Term Treasury ETF made up 2.63% of LeConte Wealth Management's portfolio in Q1 2026, its #10 holding.
LeConte Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
LeConte Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $4.21M in Q3 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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