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VGLT icon

NWAM LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

NWAM LLC’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 		$522K Buy
9,432
+581
+7% +$32.6K 0.03% 394
2025
Q4 		$499K Sell
8,851
-1,602
-15% -$91.2K 0.03% 397
2025
Q3 		$607K Buy
10,453
+581
+6% +$32.4K 0.03% 375
2025
Q2 		$547K Sell
9,872
-5,894
-37% -$327K 0.03% 378
2025
Q1 		$908K Buy
15,766
+8,985
+133% +$506K 0.08% 222
2024
Q4 		$375K Buy
6,781
+595
+10% +$34.5K 0.02% 435
2024
Q3 		$381K Buy
+6,186
New +$374K 0.02% 433
2023
Q2 		– Sell
-4,183
Closed -$274K – 569
2023
Q1 		$274K Buy
+4,183
New +$270K 0.03% 387
2022
Q2 		– Sell
-2,745
Closed -$221K – 558
2022
Q1 		$221K Buy
2,745
+26
+1% +$2.17K 0.02% 492
2021
Q4 		$243K Hold
2,719
– – 0.02% 449
2021
Q3 		$238K Buy
2,719
+50
+2% +$4.5K 0.02% 443
2021
Q2 		$234K Hold
2,669
– – 0.02% 421
2021
Q1 		$221K Sell
2,669
-595
-18% -$52.5K 0.02% 439
2020
Q4 		$313K Buy
+3,264
New +$316K 0.04% 343
2020
Q3 		– Sell
-3,189
Closed -$319K – 423
2020
Q2 		$319K Sell
3,189
-30
-0.9% -$3.02K 0.04% 317
2020
Q1 		$325 Hold
3,219
– – 0.01% 289
2019
Q4 		$268K Sell
3,219
-495
-13% -$42.3K 0.05% 320
2019
Q3 		$326K Sell
3,714
-431
-10% -$36.8K 0.06% 268
2019
Q2 		$338K Hold
4,145
– – 0.07% 256
2019
Q1 		$322K Hold
4,145
– – 0.07% 257
2018
Q4 		$310K Sell
4,145
-84
-2% -$5.99K 0.08% 237
2018
Q3 		$305K Hold
4,229
– – 0.07% 254
2018
Q2 		$316K Hold
4,229
– – 0.07% 253
2018
Q1 		$317K Buy
+4,229
New +$314K 0.08% 239

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

NWAM LLC's VGLT Position: Q1 2026 in Review

NWAM LLC increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 6.6% in Q1 2026, buying an estimated $32.6K and bringing the position to 9,432 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #394.

NWAM LLC first reported a position in VGLT in Q1 2018 and has held it in 24 quarters since. The position peaked at $908K in Q1 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • NWAM LLC held 9,432 shares of Vanguard Long-Term Treasury ETF worth $522K as of Q1 2026.
  • NWAM LLC bought 581 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $32.6K.
  • Vanguard Long-Term Treasury ETF made up 0.03% of NWAM LLC's portfolio in Q1 2026, its #394 holding.
  • NWAM LLC first reported a position in Vanguard Long-Term Treasury ETF in Q1 2018 and has held it in 24 quarters since.
  • NWAM LLC's Vanguard Long-Term Treasury ETF position peaked at $908K in Q1 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.