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

Summit Wealth Group’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	-12,360	Closed	-$712K	–	114
2025 Q1	$712K	Sell	12,360 -1,846	-13%	-$104K	0.21%	49
2024 Q4	$786K	Sell	14,206 -4,259	-23%	-$247K	0.23%	46
2024 Q3	$1.14M	Sell	18,465 -3,463	-16%	-$209K	0.33%	42
2024 Q2	$1.26M	Sell	21,928 -1,023	-4%	-$58.5K	0.38%	37
2024 Q1	$1.36M	Sell	22,951 -1,203	-5%	-$71.2K	0.93%	18
2023 Q4	$1.49M	Buy	24,154 +15,285	+172%	+$864K	1.16%	15
2023 Q3	$492K	Sell	8,869 -41	-0.5%	-$2.45K	0.44%	23
2023 Q2	$566K	Sell	8,910 -359,487	-98%	-$23.1M	0.23%	43
2023 Q1	$6K	Buy	368,397 +356,475	+2,990%	+$23M	0.14%	49
2022 Q4	$735K	Buy	+11,922	New	+$741K	0.78%	21

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summit Wealth Group's VGLT Position: Q2 2025 in Review

Summit Wealth Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 12,360 shares — an estimated $712K sold.

Summit Wealth Group first reported a position in VGLT in Q4 2022 and held it in 10 quarters. The position peaked at $1.49M in Q4 2023. 401 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Summit Wealth Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Summit Wealth Group sold 12,360 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $712K.
Summit Wealth Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and held it in 10 quarters.
Summit Wealth Group's Vanguard Long-Term Treasury ETF position peaked at $1.49M in Q4 2023.
401 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Summit Wealth Group's 13F filing for Q2 2025, filed 6 Aug 2025.