MAI Capital Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

MAI Capital 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	$353K	Sell	6,372 -1,895	-23%	-$106K	﹤0.01%	1187
2025 Q4	$461K	Buy	8,267 +70	+0.9%	+$3.98K	﹤0.01%	993
2025 Q3	$466K	Sell	8,197 -31,113	-79%	-$1.73M	﹤0.01%	939
2025 Q2	$2.21M	Buy	39,310 +32,426	+471%	+$1.8M	0.02%	471
2025 Q1	$397K	Sell	6,884 -146	-2%	-$8.22K	﹤0.01%	893
2024 Q4	$389K	Buy	+7,030	New	+$407K	﹤0.01%	920

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

MAI Capital Management's VGLT Position: Q1 2026 in Review

MAI Capital Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 23% in Q1 2026, selling an estimated $106K and leaving 6,372 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

MAI Capital Management first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.21M in Q2 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

MAI Capital Management held 6,372 shares of Vanguard Long-Term Treasury ETF worth $353K as of Q1 2026.
MAI Capital Management sold 1,895 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $106K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1187 holding.
MAI Capital Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's Vanguard Long-Term Treasury ETF position peaked at $2.21M in Q2 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.