B.O.S.S. Retirement Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

B.O.S.S. Retirement Advisors’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	$281K	Sell	5,097 -510	-9%	-$28K	0.08%	130
2026 Q1	$310K	Sell	5,607 -892	-14%	-$50.1K	0.09%	127
2025 Q4	$363K	Sell	6,499 -14,350	-69%	-$817K	0.11%	116
2025 Q3	$1.19M	Sell	20,849 -2,668	-11%	-$149K	0.28%	69
2025 Q2	$1.32M	Sell	23,517 -6,509	-22%	-$361K	0.33%	61
2025 Q1	$1.73M	Sell	30,026 -1,290	-4%	-$72.7K	0.5%	42
2024 Q4	$1.73M	Buy	31,316 +25,961	+485%	+$1.5M	0.48%	45
2024 Q3	$330K	Buy	+5,355	New	+$324K	0.07%	172
2024 Q1	–	Sell	-19,520	Closed	-$1.2M	–	229
2023 Q4	$1.2M	Buy	19,520 +299	+2%	+$16.9K	0.23%	143
2023 Q3	$1.07M	Buy	19,221 +2,066	+12%	+$123K	0.23%	159
2023 Q2	$1.09M	Buy	17,155 +2,226	+15%	+$143K	0.23%	157
2023 Q1	$978K	Sell	14,929 -7,119	-32%	-$459K	0.23%	144
2022 Q4	$1.36M	Buy	+22,048	New	+$1.37M	0.35%	118

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

B.O.S.S. Retirement Advisors's VGLT Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 9.1% in Q2 2026, selling an estimated $28K and leaving 5,097 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #130.

B.O.S.S. Retirement Advisors first reported a position in VGLT in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.73M in Q4 2024. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

B.O.S.S. Retirement Advisors held 5,097 shares of Vanguard Long-Term Treasury ETF worth $281K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 510 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $28K.
Vanguard Long-Term Treasury ETF made up 0.08% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #130 holding.
B.O.S.S. Retirement Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
B.O.S.S. Retirement Advisors's Vanguard Long-Term Treasury ETF position peaked at $1.73M in Q4 2024.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.