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

Affiance Financial’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	$358K	Hold	6,485	–	–	0.05%	86
2026 Q1	$359K	Hold	6,485	–	–	0.06%	88
2025 Q4	$362K	Hold	6,485	–	–	0.06%	81
2025 Q3	$369K	Hold	6,485	–	–	0.07%	81
2025 Q2	$364K	Hold	6,485	–	–	0.07%	80
2025 Q1	$374K	Hold	6,485	–	–	0.09%	74
2024 Q4	$359K	Hold	6,485	–	–	0.09%	79
2024 Q3	$399K	Hold	6,485	–	–	0.1%	74
2024 Q2	$374K	Hold	6,485	–	–	0.1%	72
2024 Q1	$384K	Hold	6,485	–	–	0.1%	72
2023 Q4	$399K	Sell	6,485 -1,216	-16%	-$68.7K	0.12%	74
2023 Q3	$427K	Hold	7,701	–	–	0.22%	68
2023 Q2	$489K	Hold	7,701	–	–	0.24%	69
2023 Q1	$504K	Hold	7,701	–	–	0.27%	63
2022 Q4	$475K	Buy	7,701 +944	+14%	+$58.7K	0.19%	73
2022 Q3	$425K	Hold	6,757	–	–	0.24%	52
2022 Q2	$474K	Hold	6,757	–	–	0.26%	53
2022 Q1	$543K	Hold	6,757	–	–	0.26%	55
2021 Q4	$604K	Hold	6,757	–	–	0.25%	55
2021 Q3	$593K	Hold	6,757	–	–	0.26%	57
2021 Q2	$593K	Hold	6,757	–	–	0.25%	57
2021 Q1	$559K	Hold	6,757	–	–	0.25%	60
2020 Q4	$648K	Hold	6,757	–	–	0.34%	48
2020 Q3	$673K	Buy	6,757 +18	+0.3%	+$1.82K	0.39%	43
2020 Q2	$675K	Buy	6,739 +1,471	+28%	+$148K	0.37%	42
2020 Q1	$532K	Hold	5,268	–	–	0.37%	44
2019 Q4	$439K	Buy	5,268 +119	+2%	+$10.2K	0.24%	58
2019 Q3	$452K	Buy	5,149 +99	+2%	+$8.44K	0.27%	56
2019 Q2	$412K	Hold	5,050	–	–	0.25%	62
2019 Q1	$393K	Hold	5,050	–	–	0.25%	65
2018 Q4	$377K	Hold	5,050	–	–	0.25%	63
2018 Q3	$364K	Hold	5,050	–	–	0.24%	66
2018 Q2	$378K	Buy	+5,050	New	+$371K	0.29%	63

Other funds holding VGLT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Affiance Financial's VGLT Position: Q2 2026 in Review

Affiance Financial held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 6,485 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #86.

Affiance Financial first reported a position in VGLT in Q2 2018 and has held it in 33 quarters since. The position peaked at $675K in Q2 2020. 192 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Affiance Financial held 6,485 shares of Vanguard Long-Term Treasury ETF worth $358K as of Q2 2026.
Affiance Financial left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.05% of Affiance Financial's portfolio in Q2 2026, its #86 holding.
Affiance Financial first reported a position in Vanguard Long-Term Treasury ETF in Q2 2018 and has held it in 33 quarters since.
Affiance Financial's Vanguard Long-Term Treasury ETF position peaked at $675K in Q2 2020.
192 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.