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Tortoise Investment Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Tortoise Investment 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 		$24.3M Sell
438,652
-16
-0% -$898 2% 10
2025
Q4 		$24.5M Buy
438,668
+11,720
+3% +$667K 2.15% 7
2025
Q3 		$24.3M Sell
426,948
-12,898
-3% -$719K 2.16% 6
2025
Q2 		$24.7M Sell
439,846
-30,120
-6% -$1.67M 2.35% 6
2025
Q1 		$27.1M Buy
469,966
+17,053
+4% +$961K 2.82% 5
2024
Q4 		$25.1M Buy
452,913
+24,779
+6% +$1.44M 2.65% 5
2024
Q3 		$26.3M Buy
428,134
+62,524
+17% +$3.78M 2.75% 5
2024
Q2 		$21.1M Buy
365,610
+100,998
+38% +$5.78M 2.4% 5
2024
Q1 		$15.7M Buy
264,612
+38,333
+17% +$2.27M 1.9% 9
2023
Q4 		$13.9M Buy
226,279
+39,372
+21% +$2.22M 1.89% 10
2023
Q3 		$10.4M Buy
186,907
+78,569
+73% +$4.69M 1.55% 16
2023
Q2 		$6.88M Sell
108,338
-1,565
-1% -$100K 1.02% 28
2023
Q1 		$7.2M Buy
109,903
+8,733
+9% +$563K 1.15% 21
2022
Q4 		$6.23M Buy
+101,170
New +$6.29M 1.09% 24

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

Tortoise Investment Management's VGLT Position: Q1 2026 in Review

Tortoise Investment Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 0% in Q1 2026, selling an estimated $898 and leaving 438,652 shares worth $24.3M. The position accounts for 2% of the portfolio, ranked #10.

Tortoise Investment Management first reported a position in VGLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $27.1M in Q1 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Tortoise Investment Management held 438,652 shares of Vanguard Long-Term Treasury ETF worth $24.3M as of Q1 2026.
  • Tortoise Investment Management sold 16 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $898.
  • Vanguard Long-Term Treasury ETF made up 2% of Tortoise Investment Management's portfolio in Q1 2026, its #10 holding.
  • Tortoise Investment Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Tortoise Investment Management's Vanguard Long-Term Treasury ETF position peaked at $27.1M in Q1 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.