Avior Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Avior Wealth Management’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	$229K	Sell	4,158 -414	-9%	-$22.7K	0.01%	722
2026 Q1	$253K	Buy	4,572 +17	+0.4%	+$954	0.01%	728
2025 Q4	$254K	Buy	4,555 +1	+0%	+$57	0.01%	655
2025 Q3	$259K	Hold	4,554	–	–	0.01%	639
2025 Q2	$256K	Buy	4,554 +1	+0%	+$55	0.01%	612
2025 Q1	$262K	Hold	4,553	–	–	0.01%	581
2024 Q4	$252K	Sell	4,553 -6,303	-58%	-$365K	0.01%	638
2024 Q3	$668K	Sell	10,856 -7,009	-39%	-$423K	0.03%	385
2024 Q2	$1.03M	Hold	17,865	–	–	0.04%	267
2024 Q1	$1.06M	Buy	17,865 +3,200	+22%	+$189K	0.05%	271
2023 Q4	$902K	Buy	+14,665	New	+$829K	0.05%	228
2021 Q4	–	Sell	-12	Closed	-$1K	–	1231
2021 Q3	$1K	Buy	+12	New	+$1.08K	﹤0.01%	1032
2020 Q3	–	Sell	-12	Closed	-$1K	–	1025
2020 Q2	$1K	Buy	+12	New	+$1.21K	﹤0.01%	870

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

Avior Wealth Management's VGLT Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 9.1% in Q2 2026, selling an estimated $22.7K and leaving 4,158 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #722.

Avior Wealth Management first reported a position in VGLT in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2024. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Avior Wealth Management held 4,158 shares of Vanguard Long-Term Treasury ETF worth $229K as of Q2 2026.
Avior Wealth Management sold 414 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $22.7K.
Vanguard Long-Term Treasury ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #722 holding.
Avior Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and has held it in 13 quarters since.
Avior Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.06M in Q1 2024.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.