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Westbourne Investments’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Westbourne Investments’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 		$270K Buy
4,880
+232
+5% +$13K 0.13% 116
2025
Q4 		$259K Sell
4,648
-330
-7% -$18.8K 0.12% 116
2025
Q3 		$286K Buy
+4,978
New +$277K 0.14% 104

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

Westbourne Investments's VGLT Position: Q1 2026 in Review

Westbourne Investments increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 5% in Q1 2026, buying an estimated $13K and bringing the position to 4,880 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #116.

Westbourne Investments first reported a position in VGLT in Q3 2025 and has held it in 3 quarters since. The position peaked at $286K in Q3 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Westbourne Investments held 4,880 shares of Vanguard Long-Term Treasury ETF worth $270K as of Q1 2026.
  • Westbourne Investments bought 232 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $13K.
  • Vanguard Long-Term Treasury ETF made up 0.13% of Westbourne Investments's portfolio in Q1 2026, its #116 holding.
  • Westbourne Investments first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Westbourne Investments's Vanguard Long-Term Treasury ETF position peaked at $286K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.