Aventura Private Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Aventura Private Wealth’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	$1.82K	Sell	33 -110	-77%	-$6.04K	﹤0.01%	838
2026 Q1	$7.92K	Buy	143 +110	+333%	+$6.17K	﹤0.01%	575
2025 Q4	$1.84K	Hold	33	–	–	﹤0.01%	695
2025 Q3	$1.88K	Hold	33	–	–	﹤0.01%	682
2025 Q2	$1.85K	Hold	33	–	–	﹤0.01%	638
2025 Q1	$1.9K	Hold	33	–	–	﹤0.01%	610
2024 Q4	$1.83K	Buy	+33	New	+$1.91K	﹤0.01%	590

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 22.9% 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

Aventura Private Wealth's VGLT Position: Q2 2026 in Review

Aventura Private Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 77% in Q2 2026, selling an estimated $6.04K and leaving 33 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Aventura Private Wealth first reported a position in VGLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.92K in Q1 2026. 461 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Aventura Private Wealth held 33 shares of Vanguard Long-Term Treasury ETF worth $1.82K as of Q2 2026.
Aventura Private Wealth sold 110 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $6.04K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #838 holding.
Aventura Private Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Vanguard Long-Term Treasury ETF position peaked at $7.92K in Q1 2026.
461 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.