Lido Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Lido Advisors’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	$411K	Sell	7,423 -1,546	-17%	-$86.8K	﹤0.01%	1407
2025 Q4	$504K	Buy	8,969 +111	+1%	+$6.32K	﹤0.01%	1293
2025 Q3	$504K	Sell	8,858 -1,094	-11%	-$61K	﹤0.01%	1229
2025 Q2	$559K	Buy	+9,952	New	+$552K	﹤0.01%	1074
2023 Q4	–	Sell	-36,210	Closed	-$2.01M	–	1439
2023 Q3	$2.01M	Sell	36,210 -2,078	-5%	-$124K	0.02%	381
2023 Q2	$2.43M	Sell	38,288 -1,827	-5%	-$117K	0.02%	331
2023 Q1	$2.63M	Buy	40,115 +3,015	+8%	+$194K	0.03%	291
2022 Q4	$2.29M	Buy	37,100 +1,537	+4%	+$95.5K	0.03%	276
2022 Q3	$2.24M	Buy	35,563 +1,336	+4%	+$92.1K	0.03%	246
2022 Q2	$2.4M	Buy	+34,227	New	+$2.46M	0.03%	212

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

Lido Advisors's VGLT Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 17% in Q1 2026, selling an estimated $86.8K and leaving 7,423 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Lido Advisors first reported a position in VGLT in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.63M in Q1 2023. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Lido Advisors held 7,423 shares of Vanguard Long-Term Treasury ETF worth $411K as of Q1 2026.
Lido Advisors sold 1,546 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $86.8K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1407 holding.
Lido Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and has held it in 10 quarters since.
Lido Advisors's Vanguard Long-Term Treasury ETF position peaked at $2.63M in Q1 2023.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.