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

SteelPeak 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
2025
Q1 		– Sell
-5,814
Closed -$322K – 688
2024
Q4 		$322K Buy
+5,814
New +$337K 0.01% 403
2023
Q1 		– Sell
-5,342
Closed -$329K – 470
2022
Q4 		$329K Buy
+5,342
New +$332K 0.02% 298

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SteelPeak Wealth's VGLT Position: Q1 2025 in Review

SteelPeak Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 5,814 shares — an estimated $322K sold.

SteelPeak Wealth first reported a position in VGLT in Q4 2022 and held it in 2 quarters. The position peaked at $329K in Q4 2022. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • SteelPeak Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 5,814 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $322K.
  • SteelPeak Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • SteelPeak Wealth's Vanguard Long-Term Treasury ETF position peaked at $329K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.