Transcendent Capital Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Transcendent Capital 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
2026 Q1	$2.51M	Buy	45,298 +383	+0.9%	+$21.5K	1.14%	29
2025 Q4	$2.51M	Buy	44,915 +635	+1%	+$36.1K	1.13%	28
2025 Q3	$2.52M	Buy	44,280 +2,097	+5%	+$117K	1.13%	30
2025 Q2	$2.37M	Sell	42,183 -636	-1%	-$35.3K	1.22%	29
2025 Q1	$2.47M	Buy	42,819 +982	+2%	+$55.3K	1.39%	21
2024 Q4	$2.32M	Sell	41,837 -1,016	-2%	-$58.9K	1.2%	26
2024 Q3	$2.64M	Sell	42,853 -2,952	-6%	-$178K	1.35%	24
2024 Q2	$2.64M	Buy	45,805 +853	+2%	+$48.8K	1.52%	22
2024 Q1	$2.66M	Buy	44,952 +5,316	+13%	+$314K	1.55%	24
2023 Q4	$2.44M	Buy	+39,636	New	+$2.24M	1.63%	21

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Transcendent Capital Group's VGLT Position: Q1 2026 in Review

Transcendent Capital Group increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.85% in Q1 2026, buying an estimated $21.5K and bringing the position to 45,298 shares worth $2.51M. The position accounts for 1.14% of the portfolio, ranked #29.

Transcendent Capital Group first reported a position in VGLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.66M in Q1 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Transcendent Capital Group held 45,298 shares of Vanguard Long-Term Treasury ETF worth $2.51M as of Q1 2026.
Transcendent Capital Group bought 383 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $21.5K.
Vanguard Long-Term Treasury ETF made up 1.14% of Transcendent Capital Group's portfolio in Q1 2026, its #29 holding.
Transcendent Capital Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Transcendent Capital Group's Vanguard Long-Term Treasury ETF position peaked at $2.66M in Q1 2024.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.