VGLT β€” Vanguard Long-Term Treasury Index Fund ETF

Ownership history in Montecito Bank & Trust  Β·  5 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported Vanguard Long-Term Treasury Index Fund ETF (VGLT) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows VGLT at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VGLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montecito Bank & Trust's position in Vanguard Long-Term Treasury Index Fund ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VGLT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Montecito Bank & Trust held VGLT β€” position size vs. price
% of Fund (quarterly)    VGLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,633 -237 -6.1% 0.03% $207K 2025-10-07 $55.72
2025 Q1 ADDED 3,870 +161 +4.3% 0.04% $223K 2025-04-17 $53.41
2024 Q3 UNCHANGED 3,709 β€” 0% 0.04% $228K 2024-10-31 $54.62
2024 Q2 UNCHANGED 3,709 β€” 0% 0.04% $214K 2024-07-17 $54.96
2024 Q1 INITIATED 3,709 β€” β€” 0.04% $220K 2024-04-09 $53.25

FAQ About Montecito Bank & Trust and VGLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Montecito Bank & Trust reported owning VGLT?

Montecito Bank & Trust reported VGLT across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported VGLT position in Montecito Bank & Trust's portfolio?

The largest reported portfolio weight for VGLT was 0.04% in 2024 Q1.

What is the latest reported VGLT position on this page?

The most recent filing on this page is 2025 Q3, when Montecito Bank & Trust reported 3,633 shares, equal to 0.03% of portfolio, with an estimated market value of $207K.

What does the chart on this VGLT ownership page compare?

The chart compares Montecito Bank & Trust's quarterly VGLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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