U.S. Capital Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

U.S. Capital Wealth Advisors’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	$262K	Sell	4,728 -258,376	-98%	-$14.5M	0.01%	871
2025 Q4	$14.7M	Sell	263,104 -3,012	-1%	-$171K	0.38%	60
2025 Q3	$15.1M	Buy	266,116 +2,694	+1%	+$150K	0.41%	54
2025 Q2	$14.8M	Buy	263,422 +3,840	+1%	+$213K	0.43%	52
2025 Q1	$15M	Buy	+259,582	New	+$14.6M	0.46%	50
2024 Q1	–	Sell	-11,073	Closed	-$681K	–	709
2023 Q4	$681K	Buy	+11,073	New	+$626K	0.03%	398
2023 Q1	–	Sell	-1,417	Closed	-$87.3K	–	1500
2022 Q4	$87.3K	Buy	+1,417	New	+$88.1K	﹤0.01%	755

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

U.S. Capital Wealth Advisors's VGLT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 98% in Q1 2026, selling an estimated $14.5M and leaving 4,728 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #871.

U.S. Capital Wealth Advisors first reported a position in VGLT in Q4 2022 and has held it in 7 quarters since. The position peaked at $15.1M in Q3 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

U.S. Capital Wealth Advisors held 4,728 shares of Vanguard Long-Term Treasury ETF worth $262K as of Q1 2026.
U.S. Capital Wealth Advisors sold 258,376 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $14.5M.
Vanguard Long-Term Treasury ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #871 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $15.1M in Q3 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.