Lincoln Capital Corp’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Lincoln Capital Corp’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	-13,286	Closed	-$735K	–	99
2024 Q4	$735K	Sell	13,286 -131,931	-91%	-$7.65M	0.3%	52
2024 Q3	$8.94M	Buy	145,217 +4,975	+4%	+$301K	3.65%	6
2024 Q2	$8.09M	Buy	140,242 +12,075	+9%	+$691K	3.46%	8
2024 Q1	$7.59M	Buy	128,167 +91,818	+253%	+$5.43M	3.32%	10
2023 Q4	$2.24M	Buy	+36,349	New	+$2.05M	1.09%	24

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Lincoln Capital Corp's VGLT Position: Q1 2025 in Review

Lincoln Capital Corp sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 13,286 shares — an estimated $735K sold.

Lincoln Capital Corp first reported a position in VGLT in Q4 2023 and held it in 5 quarters. The position peaked at $8.94M in Q3 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

Lincoln Capital Corp reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Lincoln Capital Corp sold 13,286 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $735K.
Lincoln Capital Corp first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 5 quarters.
Lincoln Capital Corp's Vanguard Long-Term Treasury ETF position peaked at $8.94M in Q3 2024.
405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Lincoln Capital Corp's 13F filing for Q1 2025, filed 28 Apr 2025.