Stokes Family Office’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Stokes Family Office’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	–	Sell	-7,305	Closed	-$408K	–	322
2025 Q4	$408K	Sell	7,305 -1,447	-17%	-$82.3K	0.04%	219
2025 Q3	$498K	Sell	8,752 -34,620	-80%	-$1.93M	0.05%	182
2025 Q2	$2.43M	Sell	43,372 -1,560	-3%	-$86.5K	0.26%	80
2025 Q1	$2.59M	Buy	+44,932	New	+$2.53M	0.29%	73

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 $67.7B AUM 51.91% 1-Year Est. Return

Stokes Family Office's VGLT Position: Q1 2026 in Review

Stokes Family Office sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 7,305 shares — an estimated $408K sold.

Stokes Family Office first reported a position in VGLT in Q1 2025 and held it in 4 quarters. The position peaked at $2.59M in Q1 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Stokes Family Office reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 7,305 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $408K.
Stokes Family Office first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and held it in 4 quarters.
Stokes Family Office's Vanguard Long-Term Treasury ETF position peaked at $2.59M in Q1 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.