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VGLT icon

Simplicity Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Simplicity Wealth’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 		$2.02M Buy
36,541
+4,904
+16% +$275K 0.11% 180
2025
Q4 		$1.77M Buy
31,637
+6,013
+23% +$342K 0.11% 191
2025
Q3 		$1.46M Sell
25,624
-26,246
-51% -$1.46M 0.08% 228
2025
Q2 		$2.91M Buy
51,870
+21,636
+72% +$1.2M 0.12% 169
2025
Q1 		$1.74M Buy
+30,234
New +$1.7M 0.14% 169
2024
Q4 		– Sell
-27,689
Closed -$1.7M – 511
2024
Q3 		$1.7M Sell
27,689
-10,307
-27% -$623K 0.16% 126
2024
Q2 		$2.19M Buy
37,996
+849
+2% +$48.6K 0.05% 338
2024
Q1 		$2.2M Buy
37,147
+1,293
+4% +$76.5K 0.05% 335
2023
Q4 		$2.21M Buy
35,854
+3,144
+10% +$178K 0.85% 25
2023
Q3 		$1.82M Buy
32,710
+2,923
+10% +$175K 1.06% 23
2023
Q2 		$1.89M Sell
29,787
-1,969
-6% -$126K 1.18% 20
2023
Q1 		$2.08M Buy
31,756
+7,548
+31% +$487K 1.38% 18
2022
Q4 		$1.49M Buy
24,208
+12,293
+103% +$764K 1.32% 20
2022
Q3 		$750K Buy
+11,915
New +$821K 1.01% 35

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

Simplicity Wealth's VGLT Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 16% in Q1 2026, buying an estimated $275K and bringing the position to 36,541 shares worth $2.02M. The position accounts for 0.11% of the portfolio, ranked #180.

Simplicity Wealth first reported a position in VGLT in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.91M in Q2 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Simplicity Wealth held 36,541 shares of Vanguard Long-Term Treasury ETF worth $2.02M as of Q1 2026.
  • Simplicity Wealth bought 4,904 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $275K.
  • Vanguard Long-Term Treasury ETF made up 0.11% of Simplicity Wealth's portfolio in Q1 2026, its #180 holding.
  • Simplicity Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and has held it in 14 quarters since.
  • Simplicity Wealth's Vanguard Long-Term Treasury ETF position peaked at $2.91M in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.