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Advus Financial Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Advus Financial Partners’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
Q3 		$215K Sell
4,287
-73
-2% -$3.86K 0.06% 140
2026
Q2 		$241K Buy
+4,360
New +$239K 0.07% 128

Other funds holding VGLT

Cassaday & Co Wealth Management
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Rainwater Charitable Foundation
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Advus Financial Partners's VGLT Position: Q3 2026 in Review

Advus Financial Partners reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 1.7% in Q3 2026, selling an estimated $3.86K and leaving 4,287 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #140.

Advus Financial Partners first reported a position in VGLT in Q2 2026 and has held it in 2 quarters since. The position peaked at $241K in Q2 2026. 180 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

  • Advus Financial Partners held 4,287 shares of Vanguard Long-Term Treasury ETF worth $215K as of Q3 2026.
  • Advus Financial Partners sold 73 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $3.86K.
  • Vanguard Long-Term Treasury ETF made up 0.06% of Advus Financial Partners's portfolio in Q3 2026, its #140 holding.
  • Advus Financial Partners first reported a position in Vanguard Long-Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Advus Financial Partners's Vanguard Long-Term Treasury ETF position peaked at $241K in Q2 2026.
  • 180 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.