Waverly Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Waverly 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	$1.54M	Sell	27,836 -4,505	-14%	-$253K	0.01%	701
2025 Q4	$1.8M	Sell	32,341 -5,500	-15%	-$313K	0.01%	616
2025 Q3	$2.15M	Sell	37,841 -2,834	-7%	-$158K	0.02%	500
2025 Q2	$2.28M	Sell	40,675 -1,217	-3%	-$67.5K	0.03%	469
2025 Q1	$2.41M	Buy	+41,892	New	+$2.36M	0.03%	437

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

Waverly Advisors's VGLT Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 14% in Q1 2026, selling an estimated $253K and leaving 27,836 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #701.

Waverly Advisors first reported a position in VGLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.41M in Q1 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Waverly Advisors held 27,836 shares of Vanguard Long-Term Treasury ETF worth $1.54M as of Q1 2026.
Waverly Advisors sold 4,505 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $253K.
Vanguard Long-Term Treasury ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #701 holding.
Waverly Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Waverly Advisors's Vanguard Long-Term Treasury ETF position peaked at $2.41M in Q1 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.