Oliver Lagore Vanvalin Investment Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$20.2K	Buy	+350	New	+$19.4K	0.01%	335
2024 Q4	$23.7K	Sell	427 -48	-10%	-$2.78K	0.01%	338
2024 Q3	$29.3K	Sell	475 -198	-29%	-$12K	0.01%	305
2024 Q2	$38.8K	Buy	673 +83	+14%	+$4.75K	0.01%	264
2024 Q1	$35K	Sell	590 -333	-36%	-$19.7K	0.01%	272
2023 Q4	$56.8K	Sell	923 -1,469	-61%	-$83K	0.02%	204
2023 Q3	$133K	Sell	2,392 -4,227	-64%	-$252K	0.05%	143
2023 Q2	$421K	Buy	+6,619	New	+$424K	0.15%	92

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

Oliver Lagore Vanvalin Investment Group's VGLT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025: 350 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VGLT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VGLT in Q2 2023 and has held it in 8 quarters since. The position peaked at $421K in Q2 2023. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 350 shares of Vanguard Long-Term Treasury ETF worth $20.2K as of Q2 2025.
Vanguard Long-Term Treasury ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Long-Term Treasury ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #335 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard Long-Term Treasury ETF position peaked at $421K in Q2 2023.
400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.