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McKinley Carter Wealth Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

McKinley Carter Wealth Services’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 		– Sell
-3,923
Closed -$219K – 328
2025
Q4 		$219K Buy
+3,923
New +$223K 0.01% 306

Other funds holding VGLT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

McKinley Carter Wealth Services's VGLT Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 3,923 shares — an estimated $219K sold.

McKinley Carter Wealth Services first reported a position in VGLT in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,923 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $219K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Vanguard Long-Term Treasury ETF position peaked at $219K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.