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

SkyOak 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	$214K	Buy	3,861 +162	+4%	+$9.09K	0.04%	234
2025 Q4	$206K	Buy	3,699 +100	+3%	+$5.69K	0.04%	238
2025 Q3	$205K	Buy	+3,599	New	+$201K	0.04%	235
2022 Q1	–	Sell	-4,425	Closed	-$396K	–	269
2021 Q4	$396K	Buy	4,425 +151	+4%	+$13.5K	0.1%	149
2021 Q3	$375K	Buy	4,274 +148	+4%	+$13.3K	0.1%	151
2021 Q2	$362K	Buy	4,126 +91	+2%	+$7.73K	0.1%	152
2021 Q1	$341K	Buy	4,035 +318	+9%	+$28.1K	0.09%	154
2020 Q4	$356K	Buy	3,717 +170	+5%	+$16.5K	0.11%	149
2020 Q3	$353K	Buy	3,547 +178	+5%	+$18K	0.13%	138
2020 Q2	$337K	Buy	+3,369	New	+$339K	0.12%	167

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 $299B AUM 28.69% 1-Year Est. Return

SkyOak Wealth's VGLT Position: Q1 2026 in Review

SkyOak Wealth increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 4.4% in Q1 2026, buying an estimated $9.09K and bringing the position to 3,861 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #234.

SkyOak Wealth first reported a position in VGLT in Q2 2020 and has held it in 10 quarters since. The position peaked at $396K in Q4 2021. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

SkyOak Wealth held 3,861 shares of Vanguard Long-Term Treasury ETF worth $214K as of Q1 2026.
SkyOak Wealth bought 162 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $9.09K.
Vanguard Long-Term Treasury ETF made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #234 holding.
SkyOak Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and has held it in 10 quarters since.
SkyOak Wealth's Vanguard Long-Term Treasury ETF position peaked at $396K in Q4 2021.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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