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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
Q2 		$4.72M Buy
85,607
+51,043
+148% +$2.8M 2.95% 9
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Balanced Rock Investment Advisors's VGLT Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 148% in Q2 2026, buying an estimated $2.8M and bringing the position to 85,607 shares worth $4.72M. The position accounts for 2.95% of the portfolio, ranked #9.

Balanced Rock Investment Advisors first reported a position in VGLT in Q4 2023 and has held it in 11 quarters since. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Balanced Rock Investment Advisors held 85,607 shares of Vanguard Long-Term Treasury ETF worth $4.72M as of Q2 2026.
  • Balanced Rock Investment Advisors bought 51,043 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $2.8M.
  • Vanguard Long-Term Treasury ETF made up 2.95% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Balanced Rock Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.