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

Axxcess 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	$1.3M	Buy	+23,559	New	+$1.29M	0.02%	468
2026 Q1	–	Sell	-22,443	Closed	-$1.25M	–	977
2025 Q4	$1.25M	Sell	22,443 -1,753	-7%	-$99.8K	0.02%	468
2025 Q3	$1.38M	Sell	24,196 -315	-1%	-$17.6K	0.03%	386
2025 Q2	$1.38M	Buy	24,511 +4,983	+26%	+$276K	0.03%	352
2025 Q1	$1.13M	Buy	19,528 +726	+4%	+$40.9K	0.03%	364
2024 Q4	$1.04M	Buy	18,802 +7,005	+59%	+$406K	0.03%	398
2024 Q3	$726K	Buy	+11,797	New	+$713K	0.02%	471

Other funds holding VGLT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Axxcess Wealth Management opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 23,559 shares worth $1.3M. The stake represents 0.02% of the portfolio and ranks #468 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VGLT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VGLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 275 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Axxcess Wealth Management held 23,559 shares of Vanguard Long-Term Treasury ETF worth $1.3M as of Q2 2026.
Vanguard Long-Term Treasury ETF was a new Axxcess Wealth Management position in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #468 holding.
Axxcess Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Axxcess Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.38M in Q3 2025.
275 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.