Annis Gardner Whiting Capital Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-2,150	Closed	-$119K	–	1210
2026 Q1	$119K	Hold	2,150	–	–	0.02%	408
2025 Q4	$120K	Buy	2,150 +1,817	+546%	+$103K	0.02%	369
2025 Q3	$18.9K	Buy	333 +71	+27%	+$3.96K	﹤0.01%	616
2025 Q2	$14.7K	Buy	262 +3	+1%	+$166	0.01%	628
2025 Q1	$14.9K	Hold	259	–	–	0.01%	495
2024 Q4	$14.3K	Hold	259	–	–	﹤0.01%	488
2024 Q3	$15.9K	Buy	259 +58	+29%	+$3.5K	﹤0.01%	493
2024 Q2	$11.6K	Hold	201	–	–	﹤0.01%	666
2024 Q1	$11.9K	Hold	201	–	–	﹤0.01%	644
2023 Q4	$12.4K	Buy	201 +22	+12%	+$1.24K	0.01%	457
2023 Q3	$9.94K	Buy	+179	New	+$10.7K	0.01%	465

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

Annis Gardner Whiting Capital Advisors's VGLT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 2,150 shares — an estimated $119K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VGLT in Q3 2023 and held it in 11 quarters. The position peaked at $120K in Q4 2025. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 2,150 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $119K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard Long-Term Treasury ETF position peaked at $120K in Q4 2025.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.