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Mount Yale Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Mount Yale Investment 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 		$11.3M Buy
204,119
+10,779
+6% +$605K 0.26% 85
2025
Q4 		$10.8M Sell
193,340
-8,351
-4% -$475K 0.52% 40
2025
Q3 		$11.5M Buy
201,691
+201,676
+1,344,507% +$11.2M 0.8% 25
2025
Q2 		$842 Buy
+15
New +$832 ﹤0.01% 1393

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 $424B AUM 22.94% 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 $67.7B AUM 51.91% 1-Year Est. Return

Mount Yale Investment Advisors's VGLT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 5.6% in Q1 2026, buying an estimated $605K and bringing the position to 204,119 shares worth $11.3M. The position accounts for 0.26% of the portfolio, ranked #85.

Mount Yale Investment Advisors first reported a position in VGLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.5M in Q3 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Mount Yale Investment Advisors held 204,119 shares of Vanguard Long-Term Treasury ETF worth $11.3M as of Q1 2026.
  • Mount Yale Investment Advisors bought 10,779 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $605K.
  • Vanguard Long-Term Treasury ETF made up 0.26% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $11.5M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.