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

National Wealth Management Group’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
Q4 		– Sell
-4,792
Closed -$272K – 286
2025
Q3 		$272K Buy
+4,792
New +$267K 0.1% 191

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

National Wealth Management Group's VGLT Position: Q4 2025 in Review

National Wealth Management Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 4,792 shares — an estimated $272K sold.

National Wealth Management Group first reported a position in VGLT in Q3 2025 and held it in 1 quarter. The position peaked at $272K in Q3 2025. 443 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

  • National Wealth Management Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 4,792 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $272K.
  • National Wealth Management Group first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's Vanguard Long-Term Treasury ETF position peaked at $272K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.