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Westshore Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Westshore Wealth’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
Q2 		– Sell
-180,505
Closed -$9.99M – 112
2026
Q1 		$9.99M Buy
180,505
+8,774
+5% +$493K 3.51% 7
2025
Q4 		$9.58M Buy
171,731
+6,780
+4% +$386K 3.17% 7
2025
Q3 		$9.38M Buy
164,951
+2,421
+1% +$135K 3.2% 7
2025
Q2 		$9.12M Buy
162,530
+6,248
+4% +$346K 3.5% 7
2025
Q1 		$9M Buy
156,282
+7,747
+5% +$436K 3.81% 7
2024
Q4 		$8.22M Buy
148,535
+14,344
+11% +$831K 3.33% 7
2024
Q3 		$8.26M Buy
134,191
+4,273
+3% +$258K 3.38% 7
2024
Q2 		$7.49M Buy
129,918
+14,191
+12% +$812K 3.11% 7
2024
Q1 		$6.86M Buy
115,727
+6,876
+6% +$407K 2.85% 7
2023
Q4 		$6.7M Buy
+108,851
New +$6.15M 3.09% 7
2023
Q3 		– Sell
-5,424
Closed -$345K – 109
2023
Q2 		$345K Buy
+5,424
New +$348K 0.18% 54

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Westshore Wealth's VGLT Position: Q2 2026 in Review

Westshore Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 180,505 shares — an estimated $9.99M sold.

Westshore Wealth first reported a position in VGLT in Q2 2023 and held it in 11 quarters. The position peaked at $9.99M in Q1 2026. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Westshore Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Westshore Wealth sold 180,505 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $9.99M.
  • Westshore Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and held it in 11 quarters.
  • Westshore Wealth's Vanguard Long-Term Treasury ETF position peaked at $9.99M in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.