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

Moser 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
2025 Q2	$262K	Buy	4,665 +14	+0.3%	+$776	0.13%	76
2025 Q1	$268K	Buy	4,651 +609	+15%	+$34.3K	0.14%	76
2024 Q4	$224K	Buy	4,042 +17	+0.4%	+$985	0.12%	73
2024 Q3	$248K	Buy	4,025 +512	+15%	+$30.9K	0.13%	72
2024 Q2	$203K	Buy	3,513 +13	+0.4%	+$744	0.11%	76
2024 Q1	$207K	Buy	3,500 +1,700	+94%	+$101K	0.12%	75
2023 Q4	$111K	Buy	+1,800	New	+$102K	0.07%	79

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Moser Wealth Advisors's VGLT Position: Q2 2025 in Review

Moser Wealth Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.3% in Q2 2025, buying an estimated $776 and bringing the position to 4,665 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #76.

Moser Wealth Advisors first reported a position in VGLT in Q4 2023 and has held it in 7 quarters since. The position peaked at $268K in Q1 2025. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Moser Wealth Advisors held 4,665 shares of Vanguard Long-Term Treasury ETF worth $262K as of Q2 2025.
Moser Wealth Advisors bought 14 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $776.
Vanguard Long-Term Treasury ETF made up 0.13% of Moser Wealth Advisors's portfolio in Q2 2025, its #76 holding.
Moser Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 7 quarters since.
Moser Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $268K in Q1 2025.
400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.