SW
VGLT icon

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return