Sharkey, Howes & Javer’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Sharkey, Howes & Javer’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	–	Sell	-3,876	Closed	-$223K	–	165
2025 Q1	$223K	Sell	3,876 -21,817	-85%	-$1.23M	0.03%	142
2024 Q4	$1.42M	Sell	25,693 -1,883	-7%	-$109K	0.2%	75
2024 Q3	$1.7M	Sell	27,576 -566	-2%	-$34.2K	0.24%	63
2024 Q2	$1.62M	Buy	28,142 +3,630	+15%	+$208K	0.26%	52
2024 Q1	$1.45M	Buy	24,512 +1,953	+9%	+$116K	0.24%	57
2023 Q4	$1.39M	Buy	22,559 +347	+2%	+$19.6K	0.24%	53
2023 Q3	$1.23M	Buy	+22,212	New	+$1.33M	0.24%	56

Other funds holding VGLT

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

CCWM

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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

Sharkey, Howes & Javer's VGLT Position: Q2 2025 in Review

Sharkey, Howes & Javer sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 3,876 shares — an estimated $223K sold.

Sharkey, Howes & Javer first reported a position in VGLT in Q3 2023 and held it in 7 quarters. The position peaked at $1.7M in Q3 2024. 403 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Sharkey, Howes & Javer reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Sharkey, Howes & Javer sold 3,876 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $223K.
Sharkey, Howes & Javer first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 7 quarters.
Sharkey, Howes & Javer's Vanguard Long-Term Treasury ETF position peaked at $1.7M in Q3 2024.
403 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2025, filed 10 Jul 2025.