N.E.W. Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

N.E.W. Advisory Services’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	–	Sell	-24	Closed	-$1.38K	–	914
2025 Q1	$1.38K	Buy	+24	New	+$1.35K	﹤0.01%	828

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 $299B AUM 28.69% 1-Year Est. Return

N.E.W. Advisory Services's VGLT Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 24 shares — an estimated $1.38K sold.

N.E.W. Advisory Services first reported a position in VGLT in Q1 2025 and held it in 1 quarter. The position peaked at $1.38K in Q1 2025. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

N.E.W. Advisory Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 24 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $1.38K.
N.E.W. Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $1.38K in Q1 2025.
400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.