Advyzon Investment Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Advyzon Investment 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
2026 Q2	$598K	Buy	10,842 +1,584	+17%	+$86.9K	0.04%	416
2026 Q1	$512K	Sell	9,258 -5,547	-37%	-$311K	0.05%	391
2025 Q4	$826K	Buy	14,805 +2,405	+19%	+$137K	0.1%	208
2025 Q3	$705K	Sell	12,400 -1,268	-9%	-$70.7K	0.12%	166
2025 Q2	$767K	Buy	13,668 +392	+3%	+$21.7K	0.17%	123
2025 Q1	$765K	Sell	13,276 -117	-0.9%	-$6.59K	0.27%	74
2024 Q4	$741K	Buy	+13,393	New	+$776K	0.29%	70

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Advyzon Investment Management's VGLT Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 17% in Q2 2026, buying an estimated $86.9K and bringing the position to 10,842 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #416.

Advyzon Investment Management first reported a position in VGLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $826K in Q4 2025. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Advyzon Investment Management held 10,842 shares of Vanguard Long-Term Treasury ETF worth $598K as of Q2 2026.
Advyzon Investment Management bought 1,584 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $86.9K.
Vanguard Long-Term Treasury ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #416 holding.
Advyzon Investment Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Vanguard Long-Term Treasury ETF position peaked at $826K in Q4 2025.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.