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Whitney & Co’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Whitney & Co’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
-4,066
Closed -$231K – 184
2025
Q3 		$231K Sell
4,066
-1,397
-26% -$77.9K 0.02% 125
2025
Q2 		$307K Buy
5,463
+320
+6% +$17.7K 0.03% 111
2025
Q1 		$296K Buy
+5,143
New +$290K 0.03% 110
2024
Q4 		– Sell
-3,600
Closed -$222K – 138
2024
Q3 		$222K Sell
3,600
-27,473
-88% -$1.66M 0.02% 121
2024
Q2 		$1.79M Buy
31,073
+2,663
+9% +$152K 0.21% 57
2024
Q1 		$1.68M Buy
28,410
+3,746
+15% +$222K 0.2% 59
2023
Q4 		$1.52M Buy
24,664
+2,766
+13% +$156K 0.2% 59
2023
Q3 		$1.22M Buy
21,898
+3,310
+18% +$198K 0.18% 64
2023
Q2 		$1.18M Buy
18,588
+4,748
+34% +$304K 0.17% 63
2023
Q1 		$907K Buy
13,840
+3,404
+33% +$220K 0.14% 67
2022
Q4 		$643K Buy
10,436
+949
+10% +$59K 0.12% 78
2022
Q3 		$597K Buy
+9,487
New +$654K 0.12% 81

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Whitney & Co's VGLT Position: Q4 2025 in Review

Whitney & Co sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 4,066 shares — an estimated $231K sold.

Whitney & Co first reported a position in VGLT in Q3 2022 and held it in 12 quarters. The position peaked at $1.79M in Q2 2024. 443 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

  • Whitney & Co reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Whitney & Co sold 4,066 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $231K.
  • Whitney & Co first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and held it in 12 quarters.
  • Whitney & Co's Vanguard Long-Term Treasury ETF position peaked at $1.79M in Q2 2024.
  • 443 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on Whitney & Co's 13F filing for Q4 2025, filed 30 Jan 2026.