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 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 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 $67.7B AUM 51.91% 1-Year Est. Return

Westshore Wealth's VGLT Position: Q1 2026 in Review

Westshore Wealth increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 5.1% in Q1 2026, buying an estimated $493K and bringing the position to 180,505 shares worth $9.99M. The position accounts for 3.51% of the portfolio, ranked #7.

Westshore Wealth first reported a position in VGLT in Q2 2023 and has held it in 11 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Westshore Wealth held 180,505 shares of Vanguard Long-Term Treasury ETF worth $9.99M as of Q1 2026.
Westshore Wealth bought 8,774 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $493K.
Vanguard Long-Term Treasury ETF made up 3.51% of Westshore Wealth's portfolio in Q1 2026, its #7 holding.
Westshore Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 11 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.