Shade Tree Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Shade Tree 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
2026 Q1	$547K	Hold	9,885	–	–	0.39%	19
2025 Q4	$552K	Buy	9,885 +3,790	+62%	+$216K	0.42%	20
2025 Q3	$347K	Hold	6,095	–	–	0.3%	15
2025 Q2	$342K	Hold	6,095	–	–	0.3%	15
2025 Q1	$351K	Hold	6,095	–	–	0.35%	16
2024 Q4	$337K	Buy	+6,095	New	+$353K	0.34%	14

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Shade Tree Advisors's VGLT Position: Q1 2026 in Review

Shade Tree Advisors held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q1 2026 at 9,885 shares worth $547K. The position accounts for 0.39% of the portfolio, ranked #19.

Shade Tree Advisors first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $552K in Q4 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Shade Tree Advisors held 9,885 shares of Vanguard Long-Term Treasury ETF worth $547K as of Q1 2026.
Shade Tree Advisors left its Vanguard Long-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Long-Term Treasury ETF made up 0.39% of Shade Tree Advisors's portfolio in Q1 2026, its #19 holding.
Shade Tree Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Shade Tree Advisors's Vanguard Long-Term Treasury ETF position peaked at $552K in Q4 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.