Morton Brown Family Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Morton Brown Family 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 Q3	–	Sell	-156	Closed	-$8.76K	–	329
2025 Q2	$8.76K	Hold	156	–	–	﹤0.01%	201
2025 Q1	$8.99K	Hold	156	–	–	﹤0.01%	201
2024 Q4	$8.63K	Hold	156	–	–	﹤0.01%	181
2024 Q3	$9.6K	Hold	156	–	–	﹤0.01%	170
2024 Q2	$9.15K	Hold	156	–	–	﹤0.01%	161
2024 Q1	$9.24K	Hold	156	–	–	﹤0.01%	156
2023 Q4	$9.6K	Buy	+156	New	+$8.81K	﹤0.01%	182

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morton Brown Family Wealth's VGLT Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2025, closing a stake of 156 shares — an estimated $8.76K sold.

Morton Brown Family Wealth first reported a position in VGLT in Q4 2023 and held it in 7 quarters. The position peaked at $9.6K in Q3 2024. 394 funds tracked by Wall St. Rank hold VGLT as of Q3 2025.

Morton Brown Family Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 156 Vanguard Long-Term Treasury ETF shares in Q3 2025, an estimated $8.76K.
Morton Brown Family Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Morton Brown Family Wealth's Vanguard Long-Term Treasury ETF position peaked at $9.6K in Q3 2024.
394 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.