Balanced Rock Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Balanced Rock Investment 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 Q1	$1.91M	Buy	34,564 +1,272	+4%	+$71.4K	1.34%	27
2025 Q4	$1.86M	Buy	33,292 +1,270	+4%	+$72.3K	1.32%	27
2025 Q3	$1.82M	Buy	32,022 +1,641	+5%	+$91.5K	1.33%	26
2025 Q2	$1.7M	Sell	30,381 -342	-1%	-$19K	1.34%	26
2025 Q1	$1.77M	Buy	30,723 +142	+0.5%	+$8K	1.41%	23
2024 Q4	$1.69M	Buy	30,581 +1,815	+6%	+$105K	1.34%	24
2024 Q3	$1.77M	Buy	28,766 +1,061	+4%	+$64.1K	1.39%	21
2024 Q2	$1.6M	Buy	27,705 +1,493	+6%	+$85.4K	1.34%	22
2024 Q1	$1.55M	Buy	26,212 +12,906	+97%	+$763K	1.32%	22
2023 Q4	$819K	Buy	+13,306	New	+$752K	0.73%	31

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Balanced Rock Investment Advisors's VGLT Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 3.8% in Q1 2026, buying an estimated $71.4K and bringing the position to 34,564 shares worth $1.91M. The position accounts for 1.34% of the portfolio, ranked #27.

Balanced Rock Investment Advisors first reported a position in VGLT in Q4 2023 and has held it in 10 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Balanced Rock Investment Advisors held 34,564 shares of Vanguard Long-Term Treasury ETF worth $1.91M as of Q1 2026.
Balanced Rock Investment Advisors bought 1,272 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $71.4K.
Vanguard Long-Term Treasury ETF made up 1.34% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #27 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.