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

Ares Financial Consulting’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 		$86K Buy
1,558
+18
+1% +$988 0.06% 162
2026
Q1 		$84.8K Buy
1,540
+11
+0.7% +$617 0.07% 152
2025
Q4 		$85.3K Buy
+1,529
New +$87K 0.08% 116

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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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
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

Ares Financial Consulting's VGLT Position: Q2 2026 in Review

Ares Financial Consulting increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 1.2% in Q2 2026, buying an estimated $988 and bringing the position to 1,558 shares worth $86K. The position accounts for 0.06% of the portfolio, ranked #162.

Ares Financial Consulting first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Ares Financial Consulting held 1,558 shares of Vanguard Long-Term Treasury ETF worth $86K as of Q2 2026.
  • Ares Financial Consulting bought 18 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $988.
  • Vanguard Long-Term Treasury ETF made up 0.06% of Ares Financial Consulting's portfolio in Q2 2026, its #162 holding.
  • Ares Financial Consulting first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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