NW
VGLT icon

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

NewEdge 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
2026
Q1 		$7.11M Sell
128,474
-830
-0.6% -$46.6K 0.08% 168
2025
Q4 		$7.22M Buy
129,304
+6,049
+5% +$344K 0.08% 173
2025
Q3 		$6.97M Buy
123,255
+10,229
+9% +$570K 0.1% 165
2025
Q2 		$6.31M Buy
113,026
+6,226
+6% +$345K 0.1% 162
2025
Q1 		$6.15M Sell
106,800
-58,151
-35% -$3.28M 0.11% 154
2024
Q4 		$9.13M Sell
164,951
-6,549
-4% -$380K 0.16% 117
2024
Q3 		$10.6M Buy
171,500
+28,432
+20% +$1.72M 0.19% 114
2024
Q2 		$8.25M Buy
143,068
+1,190
+0.8% +$68.1K 0.18% 118
2024
Q1 		$7.94M Buy
141,878
+86,937
+158% +$5.14M 0.18% 124
2023
Q4 		$3.38M Sell
54,941
-149,280
-73% -$8.43M 0.09% 194
2023
Q3 		$11.3M Buy
204,221
+51,213
+33% +$3.06M 0.36% 83
2023
Q2 		$9.72M Buy
153,008
+38,385
+33% +$2.46M 0.32% 88
2023
Q1 		$7.51M Buy
114,623
+36,601
+47% +$2.36M 0.29% 92
2022
Q4 		$4.81M Sell
78,022
-51,923
-40% -$3.23M 0.21% 111
2022
Q3 		$8.18M Sell
129,945
-2,961
-2% -$204K 0.39% 75
2022
Q2 		$9.32M Buy
132,906
+22,323
+20% +$1.6M 0.42% 64
2022
Q1 		$8.89M Sell
110,583
-2,473
-2% -$207K 0.39% 67
2021
Q4 		$10.1M Buy
113,056
+19,883
+21% +$1.77M 0.42% 61
2021
Q3 		$8.17M Buy
93,173
+4,387
+5% +$395K 0.49% 53
2021
Q2 		$7.79M Buy
88,786
+12,611
+17% +$1.07M 0.59% 53
2021
Q1 		$6.31M Buy
76,175
+38,859
+104% +$3.43M 0.63% 49
2020
Q4 		$3.58M Buy
+37,316
New +$3.61M 1.1% 24

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 $374B AUM 17.66% 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 $299B AUM 28.69% 1-Year Est. Return

NewEdge Wealth's VGLT Position: Q1 2026 in Review

NewEdge Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.64% in Q1 2026, selling an estimated $46.6K and leaving 128,474 shares worth $7.11M. The position accounts for 0.08% of the portfolio, ranked #168.

NewEdge Wealth first reported a position in VGLT in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.3M in Q3 2023. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • NewEdge Wealth held 128,474 shares of Vanguard Long-Term Treasury ETF worth $7.11M as of Q1 2026.
  • NewEdge Wealth sold 830 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $46.6K.
  • Vanguard Long-Term Treasury ETF made up 0.08% of NewEdge Wealth's portfolio in Q1 2026, its #168 holding.
  • NewEdge Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Vanguard Long-Term Treasury ETF position peaked at $11.3M in Q3 2023.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.