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

SMART 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	$3.18M	Sell	57,394 -8,169	-12%	-$459K	0.93%	30
2025 Q4	$3.66M	Sell	65,563 -1,652	-2%	-$94K	1.12%	29
2025 Q3	$3.82M	Buy	67,215 +3,489	+5%	+$194K	1.44%	18
2025 Q2	$3.58M	Buy	63,726 +7,857	+14%	+$436K	1.12%	29
2025 Q1	$3.22M	Buy	55,869 +14,641	+36%	+$825K	1.15%	28
2024 Q4	$2.28M	Sell	41,228 -48,547	-54%	-$2.81M	0.81%	36
2024 Q3	$5.52M	Buy	89,775 +8,056	+10%	+$487K	2.17%	13
2024 Q2	$4.71M	Sell	81,719 -10,845	-12%	-$620K	1.91%	14
2024 Q1	$5.48M	Buy	+92,564	New	+$5.48M	2.47%	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 $299B AUM 28.69% 1-Year Est. Return

SMART Wealth's VGLT Position: Q1 2026 in Review

SMART Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 12% in Q1 2026, selling an estimated $459K and leaving 57,394 shares worth $3.18M. The position accounts for 0.93% of the portfolio, ranked #30.

SMART Wealth first reported a position in VGLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.52M in Q3 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

SMART Wealth held 57,394 shares of Vanguard Long-Term Treasury ETF worth $3.18M as of Q1 2026.
SMART Wealth sold 8,169 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $459K.
Vanguard Long-Term Treasury ETF made up 0.93% of SMART Wealth's portfolio in Q1 2026, its #30 holding.
SMART Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
SMART Wealth's Vanguard Long-Term Treasury ETF position peaked at $5.52M in Q3 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.