PCWA
VGLT icon

Pacific Capital Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-1,122
Closed -$62.1K – 369
2024
Q4 		$62.1K Sell
1,122
-137
-11% -$7.94K 0.01% 134
2024
Q3 		$77.5K Hold
1,259
– – 0.01% 125
2024
Q2 		$72.6K Hold
1,259
– – 0.01% 126
2024
Q1 		$74.6K Hold
1,259
– – 0.02% 106
2023
Q4 		$77.5K Buy
+1,259
New +$71.1K 0.02% 106

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Pacific Capital Wealth Advisors's VGLT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 1,122 shares — an estimated $62.1K sold.

Pacific Capital Wealth Advisors first reported a position in VGLT in Q4 2023 and held it in 5 quarters. The position peaked at $77.5K in Q3 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,122 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $62.1K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $77.5K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.