WWM
VGLT icon

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

Whalen Wealth Management’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
Q4 		– Sell
-4,030
Closed -$229K – 244
2025
Q3 		$229K Sell
4,030
-902
-18% -$50.3K 0.13% 161
2025
Q2 		$277K Buy
+4,932
New +$273K 0.17% 145

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Whalen Wealth Management's VGLT Position: Q4 2025 in Review

Whalen Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 4,030 shares — an estimated $229K sold.

Whalen Wealth Management first reported a position in VGLT in Q2 2025 and held it in 2 quarters. The position peaked at $277K in Q2 2025. 439 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

  • Whalen Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,030 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $229K.
  • Whalen Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $277K in Q2 2025.
  • 439 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.