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

SVB 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 Q2	–	Sell	-265	Closed	-$15.3K	–	1586
2025 Q1	$15.3K	Buy	+265	New	+$14.9K	﹤0.01%	803
2024 Q1	–	Sell	-9,899	Closed	-$609K	–	916
2023 Q4	$609K	Buy	+9,899	New	+$559K	0.01%	430
2023 Q3	–	Sell	-4,950	Closed	-$314K	–	931
2023 Q2	$314K	Buy	4,950 +288	+6%	+$18.5K	0.01%	652
2023 Q1	$305K	Hold	4,662	–	–	﹤0.01%	715
2022 Q4	$287K	Hold	4,662	–	–	﹤0.01%	761
2022 Q3	$293K	Hold	4,662	–	–	﹤0.01%	701
2022 Q2	$327K	Buy	+4,662	New	+$335K	0.01%	537

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

SVB Wealth's VGLT Position: Q2 2025 in Review

SVB Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 265 shares — an estimated $15.3K sold.

SVB Wealth first reported a position in VGLT in Q2 2022 and held it in 7 quarters. The position peaked at $609K in Q4 2023. 403 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

SVB Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 265 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $15.3K.
SVB Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and held it in 7 quarters.
SVB Wealth's Vanguard Long-Term Treasury ETF position peaked at $609K in Q4 2023.
403 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.