UF
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Univest Financial’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Univest Financial’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
Q1 		– Sell
-7,619
Closed -$422K – 290
2024
Q4 		$422K Buy
7,619
+4,090
+116% +$237K 0.03% 210
2024
Q3 		$217K Buy
+3,529
New +$213K 0.01% 262

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Univest Financial's VGLT Position: Q1 2025 in Review

Univest Financial sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 7,619 shares — an estimated $422K sold.

Univest Financial first reported a position in VGLT in Q3 2024 and held it in 2 quarters. The position peaked at $422K in Q4 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

  • Univest Financial reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Univest Financial sold 7,619 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $422K.
  • Univest Financial first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Univest Financial's Vanguard Long-Term Treasury ETF position peaked at $422K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Univest Financial's 13F filing for Q1 2025, filed 8 May 2025.