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

Medallion Wealth 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	$1.77K	Hold	32	–	–	﹤0.01%	1013
2025 Q4	$1.79K	Hold	32	–	–	﹤0.01%	1003
2025 Q3	$1.82K	Sell	32 -290	-90%	-$16.2K	﹤0.01%	994
2025 Q2	$18K	Buy	322 +3	+0.9%	+$166	0.01%	640
2025 Q1	$18.4K	Buy	319 +2	+0.6%	+$113	0.01%	586
2024 Q4	$17.6K	Buy	+317	New	+$18.4K	0.01%	574

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 $67.7B AUM 51.91% 1-Year Est. Return

Medallion Wealth Advisors's VGLT Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q1 2026 at 32 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Medallion Wealth Advisors first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.4K in Q1 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Medallion Wealth Advisors held 32 shares of Vanguard Long-Term Treasury ETF worth $1.77K as of Q1 2026.
Medallion Wealth Advisors left its Vanguard Long-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1013 holding.
Medallion Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $18.4K in Q1 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.