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

Marcum Wealth’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	$380K	Sell	6,595 -166,020	-96%	-$9.35M	0.03%	235
2024 Q4	$9.55M	Buy	172,615 +20,678	+14%	+$1.2M	0.83%	21
2024 Q3	$9.35M	Buy	151,937 +16,225	+12%	+$980K	0.87%	18
2024 Q2	$7.83M	Buy	135,712 +18,375	+16%	+$1.05M	0.78%	20
2024 Q1	$6.95M	Buy	117,337 +19,472	+20%	+$1.15M	0.7%	19
2023 Q4	$6.02M	Buy	97,865 +21,414	+28%	+$1.21M	0.64%	19
2023 Q3	$4.24M	Buy	76,451 +27,963	+58%	+$1.67M	0.51%	22
2023 Q2	$3.08M	Buy	48,488 +18,561	+62%	+$1.19M	0.36%	26
2023 Q1	$1.96M	Buy	29,927 +13,717	+85%	+$885K	0.24%	44
2022 Q4	$999K	Buy	16,210 +6,409	+65%	+$398K	0.13%	85
2022 Q3	$617K	Buy	9,801 +5,869	+149%	+$404K	0.09%	136
2022 Q2	$276K	Buy	+3,932	New	+$283K	0.04%	249

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

Marcum Wealth's VGLT Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 96% in Q1 2025, selling an estimated $9.35M and leaving 6,595 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #235.

Marcum Wealth first reported a position in VGLT in Q2 2022 and has held it in 12 quarters since. The position peaked at $9.55M in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

Marcum Wealth held 6,595 shares of Vanguard Long-Term Treasury ETF worth $380K as of Q1 2025.
Marcum Wealth sold 166,020 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $9.35M.
Vanguard Long-Term Treasury ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #235 holding.
Marcum Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and has held it in 12 quarters since.
Marcum Wealth's Vanguard Long-Term Treasury ETF position peaked at $9.55M in Q4 2024.
405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.