Stephens Group Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Stephens Group Asset Management’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	-646,593	Closed	-$37.3M	–	34
2025 Q1	$37.3M	Buy	646,593 +221,286	+52%	+$12.5M	3%	14
2024 Q4	$23.5M	Buy	425,307 +13,104	+3%	+$759K	1.96%	14
2024 Q3	$25.4M	Buy	412,203 +149,739	+57%	+$9.05M	2.12%	14
2024 Q2	$15.1M	Buy	262,464 +169	+0.1%	+$9.67K	1.38%	16
2024 Q1	$15.5M	Buy	262,295 +2,288	+0.9%	+$135K	1.42%	16
2023 Q4	$16M	Buy	+260,007	New	+$14.7M	1.56%	16

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

Stephens Group Asset Management's VGLT Position: Q2 2025 in Review

Stephens Group Asset Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 646,593 shares — an estimated $37.3M sold.

Stephens Group Asset Management first reported a position in VGLT in Q4 2023 and held it in 6 quarters. The position peaked at $37.3M in Q1 2025. 403 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Stephens Group Asset Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Stephens Group Asset Management sold 646,593 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $37.3M.
Stephens Group Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 6 quarters.
Stephens Group Asset Management's Vanguard Long-Term Treasury ETF position peaked at $37.3M in Q1 2025.
403 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Stephens Group Asset Management's 13F filing for Q2 2025, filed 17 Jul 2025.