Aurelius Family Office’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Aurelius Family Office’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	$13M	Buy	234,900 +16,401	+8%	+$900K	5.11%	5
2026 Q1	$12.1M	Buy	218,499 +6,880	+3%	+$386K	5.26%	5
2025 Q4	$11.8M	Buy	211,619 +5,716	+3%	+$325K	5.09%	5
2025 Q3	$11.7M	Buy	205,903 +13,253	+7%	+$739K	5.21%	5
2025 Q2	$10.8M	Buy	192,650 +7,673	+4%	+$425K	5.11%	5
2025 Q1	$10.7M	Buy	184,977 +6,562	+4%	+$370K	5.41%	5
2024 Q4	$9.88M	Buy	+178,415	New	+$10.3M	4.98%	5

Other funds holding VGLT

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

BIA

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

QCM

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

WLTH Capital Management Chandler, Arizona $156M AUM

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Aurelius Family Office's VGLT Position: Q2 2026 in Review

Aurelius Family Office increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 7.5% in Q2 2026, buying an estimated $900K and bringing the position to 234,900 shares worth $13M. The position accounts for 5.11% of the portfolio, ranked #5.

Aurelius Family Office first reported a position in VGLT in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Aurelius Family Office held 234,900 shares of Vanguard Long-Term Treasury ETF worth $13M as of Q2 2026.
Aurelius Family Office bought 16,401 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $900K.
Vanguard Long-Term Treasury ETF made up 5.11% of Aurelius Family Office's portfolio in Q2 2026, its #5 holding.
Aurelius Family Office first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.