Peak Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Peak Asset Management’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	-206,083	Closed	-$11.5M	–	157
2025 Q4	$11.5M	Sell	206,083 -12	-0%	-$683	1.96%	20
2025 Q3	$11.7M	Buy	206,095 +2,025	+1%	+$113K	2.05%	19
2025 Q2	$11.5M	Buy	204,070 +4,753	+2%	+$263K	2.1%	19
2025 Q1	$11.5M	Buy	199,317 +6,781	+4%	+$382K	2.19%	19
2024 Q4	$10.7M	Buy	192,536 +6,311	+3%	+$366K	1.97%	22
2024 Q3	$11.5M	Buy	186,225 +2,171	+1%	+$131K	2.16%	20
2024 Q2	$10.6M	Buy	184,054 +7,809	+4%	+$447K	2.08%	21
2024 Q1	$10.4M	Buy	176,245 +7,165	+4%	+$424K	2.07%	20
2023 Q4	$10.4M	Buy	169,080 +97,978	+138%	+$5.54M	2.29%	18
2023 Q3	$3.95M	Buy	+71,102	New	+$4.25M	0.95%	28

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Peak Asset Management's VGLT Position: Q1 2026 in Review

Peak Asset Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 206,083 shares — an estimated $11.5M sold.

Peak Asset Management first reported a position in VGLT in Q3 2023 and held it in 10 quarters. The position peaked at $11.7M in Q3 2025. 433 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Peak Asset Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Peak Asset Management sold 206,083 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $11.5M.
Peak Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 10 quarters.
Peak Asset Management's Vanguard Long-Term Treasury ETF position peaked at $11.7M in Q3 2025.
433 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.