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Pinney & Scofield’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Pinney & Scofield’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 		$343K Buy
6,203
+4,118
+198% +$231K 0.19% 40
2025
Q4 		$116K Buy
2,085
+1,281
+159% +$72.9K 0.07% 71
2025
Q3 		$45.7K Buy
804
+9
+1% +$502 0.03% 108
2025
Q2 		$44.6K Buy
795
+9
+1% +$499 0.03% 106
2025
Q1 		$45.3K Buy
786
+5
+0.6% +$282 0.03% 103
2024
Q4 		$43.2K Buy
+781
New +$45.3K 0.03% 105

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

Pinney & Scofield's VGLT Position: Q1 2026 in Review

Pinney & Scofield increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 198% in Q1 2026, buying an estimated $231K and bringing the position to 6,203 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #40.

Pinney & Scofield first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Pinney & Scofield held 6,203 shares of Vanguard Long-Term Treasury ETF worth $343K as of Q1 2026.
  • Pinney & Scofield bought 4,118 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $231K.
  • Vanguard Long-Term Treasury ETF made up 0.19% of Pinney & Scofield's portfolio in Q1 2026, its #40 holding.
  • Pinney & Scofield first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.