Semmax Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Semmax Financial 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 Q2	$14.7K	Buy	264 +124	+89%	+$6.87K	﹤0.01%	237
2025 Q1	$7.78K	Sell	140 -20	-13%	-$1.13K	﹤0.01%	251
2024 Q4	$9K	Sell	160 -32,525	-100%	-$1.89M	﹤0.01%	226
2024 Q3	$1.87M	Buy	32,685 +12,320	+60%	+$744K	0.51%	70
2024 Q2	$1.24M	Buy	20,365 +2,765	+16%	+$158K	0.37%	76
2024 Q1	$999K	Buy	17,600 +1,335	+8%	+$79K	0.33%	77
2023 Q4	$941K	Buy	16,265 +16,228	+43,859%	+$917K	0.34%	70
2023 Q3	$2.04K	Buy	+37	New	+$2.21K	﹤0.01%	278
2019 Q1	–	Sell	-201	Closed	-$15K	–	498
2018 Q4	$15K	Buy	+201	New	+$14.3K	0.01%	293

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

Semmax Financial Advisors's VGLT Position: Q2 2025 in Review

Semmax Financial Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 89% in Q2 2025, buying an estimated $6.87K and bringing the position to 264 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Semmax Financial Advisors first reported a position in VGLT in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2024. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Semmax Financial Advisors held 264 shares of Vanguard Long-Term Treasury ETF worth $14.7K as of Q2 2025.
Semmax Financial Advisors bought 124 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $6.87K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #237 holding.
Semmax Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2018 and has held it in 9 quarters since.
Semmax Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $1.87M in Q3 2024.
400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.