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

Topsail Wealth 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
2026
Q1 		$384K Sell
6,940
-309
-4% -$17.3K 0.06% 111
2025
Q4 		$405K Buy
7,249
+420
+6% +$23.9K 0.06% 103
2025
Q3 		$388K Buy
6,829
+1,914
+39% +$107K 0.07% 97
2025
Q2 		$276K Buy
+4,915
New +$272K 0.05% 115

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Topsail Wealth Management's VGLT Position: Q1 2026 in Review

Topsail Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 4.3% in Q1 2026, selling an estimated $17.3K and leaving 6,940 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #111.

Topsail Wealth Management first reported a position in VGLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $405K in Q4 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Topsail Wealth Management held 6,940 shares of Vanguard Long-Term Treasury ETF worth $384K as of Q1 2026.
  • Topsail Wealth Management sold 309 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $17.3K.
  • Vanguard Long-Term Treasury ETF made up 0.06% of Topsail Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Topsail Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Topsail Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $405K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.