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VGLT icon

Optima Capital’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Optima Capital’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 		– Sell
-6
Closed -$335 – 1256
2025
Q4 		$335 Buy
+6
New +$341 ﹤0.01% 1315

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VOYA Investment Management
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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 $67.7B AUM 51.91% 1-Year Est. Return

Optima Capital's VGLT Position: Q1 2026 in Review

Optima Capital sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 6 shares — an estimated $335 sold.

Optima Capital first reported a position in VGLT in Q4 2025 and held it in 1 quarter. The position peaked at $335 in Q4 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Optima Capital reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 6 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $335.
  • Optima Capital first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Vanguard Long-Term Treasury ETF position peaked at $335 in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.