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Willis Johnson & Associates’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Willis Johnson & Associates’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 		$564K Sell
10,186
-2,751
-21% -$154K 0.03% 107
2025
Q4 		$722K Sell
12,937
-817
-6% -$46.5K 0.04% 89
2025
Q3 		$782K Sell
13,754
-1,754
-11% -$97.8K 0.05% 85
2025
Q2 		$870K Sell
15,508
-1,667
-10% -$92.4K 0.06% 74
2025
Q1 		$989K Sell
17,175
-1,923
-10% -$108K 0.07% 63
2024
Q4 		$1.06M Sell
19,098
-2,736
-13% -$159K 0.08% 63
2024
Q3 		$1.34M Sell
21,834
-1,334
-6% -$80.6K 0.1% 60
2024
Q2 		$1.34M Buy
23,168
+208
+0.9% +$11.9K 0.11% 57
2024
Q1 		$1.36M Buy
22,960
+1,860
+9% +$110K 0.12% 53
2023
Q4 		$1.3M Sell
21,100
-801
-4% -$45.3K 0.12% 59
2023
Q3 		$1.22M Buy
21,901
+8,065
+58% +$482K 0.12% 62
2023
Q2 		$879K Sell
13,836
-2,926
-17% -$188K 0.09% 65
2023
Q1 		$1.1M Buy
16,762
+49
+0.3% +$3.16K 0.13% 58
2022
Q4 		$1.03M Buy
16,713
+333
+2% +$20.7K 0.13% 56
2022
Q3 		$1.03M Buy
16,380
+5,495
+50% +$379K 0.15% 57
2022
Q2 		$764K Sell
10,885
-4,883
-31% -$351K 0.11% 60
2022
Q1 		$1.27M Buy
15,768
+3,891
+33% +$325K 0.17% 50
2021
Q4 		$1.06M Sell
11,877
-58
-0.5% -$5.17K 0.14% 48
2021
Q3 		$1.05M Sell
11,935
-120
-1% -$10.8K 0.15% 48
2021
Q2 		$1.06M Sell
12,055
-96
-0.8% -$8.16K 0.15% 41
2021
Q1 		$1.01M Buy
+12,151
New +$1.07M 0.15% 41

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

Willis Johnson & Associates's VGLT Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 21% in Q1 2026, selling an estimated $154K and leaving 10,186 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #107.

Willis Johnson & Associates first reported a position in VGLT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.36M in Q1 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Willis Johnson & Associates held 10,186 shares of Vanguard Long-Term Treasury ETF worth $564K as of Q1 2026.
  • Willis Johnson & Associates sold 2,751 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $154K.
  • Vanguard Long-Term Treasury ETF made up 0.03% of Willis Johnson & Associates's portfolio in Q1 2026, its #107 holding.
  • Willis Johnson & Associates first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and has held it in 21 quarters since.
  • Willis Johnson & Associates's Vanguard Long-Term Treasury ETF position peaked at $1.36M in Q1 2024.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.