Nicolet Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Nicolet 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 Q4	–	Sell	-3,688	Closed	-$209K	–	441
2025 Q3	$209K	Sell	3,688 -7	-0.2%	-$390	0.02%	388
2025 Q2	$207K	Sell	3,695 -1,276	-26%	-$70.7K	0.02%	388
2025 Q1	$273K	Sell	4,971 -1,266	-20%	-$71.3K	0.03%	300
2024 Q4	$338K	Sell	6,237 -1,263	-17%	-$73.2K	0.03%	267
2024 Q3	$456K	Sell	7,500 -1,223	-14%	-$73.9K	0.04%	217
2024 Q2	$507K	Sell	8,723 -386	-4%	-$22.1K	0.05%	191
2024 Q1	$527K	Sell	9,109 -3,768	-29%	-$223K	0.05%	167
2023 Q4	$774K	Sell	12,877 -216,403	-94%	-$12.2M	0.08%	119
2023 Q3	$12.4M	Buy	229,280 +20,007	+10%	+$1.2M	1.37%	15
2023 Q2	$12.9M	Buy	+209,273	New	+$13.4M	1.41%	13

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Nicolet Advisory Services's VGLT Position: Q4 2025 in Review

Nicolet Advisory Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 3,688 shares — an estimated $209K sold.

Nicolet Advisory Services first reported a position in VGLT in Q2 2023 and held it in 10 quarters. The position peaked at $12.9M in Q2 2023. 438 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

Nicolet Advisory Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Nicolet Advisory Services sold 3,688 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $209K.
Nicolet Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and held it in 10 quarters.
Nicolet Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $12.9M in Q2 2023.
438 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.