MWM
VGLT icon

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

Mittelman Wealth 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 		$1.03M Buy
18,590
+7,116
+62% +$399K 0.64% 25
2025
Q4 		$640K Buy
11,474
+1,272
+12% +$72.4K 0.42% 27
2025
Q3 		$580K Buy
+10,202
New +$569K 0.38% 28

Other funds holding VGLT

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

Mittelman Wealth Management's VGLT Position: Q1 2026 in Review

Mittelman Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 62% in Q1 2026, buying an estimated $399K and bringing the position to 18,590 shares worth $1.03M. The position accounts for 0.64% of the portfolio, ranked #25.

Mittelman Wealth Management first reported a position in VGLT in Q3 2025 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Mittelman Wealth Management held 18,590 shares of Vanguard Long-Term Treasury ETF worth $1.03M as of Q1 2026.
  • Mittelman Wealth Management bought 7,116 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $399K.
  • Vanguard Long-Term Treasury ETF made up 0.64% of Mittelman Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Mittelman Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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