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

BAM 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 		$454K Buy
8,233
+301
+4% +$16.5K 0.28% 95
2026
Q1 		$439K Sell
7,932
-567
-7% -$31.8K 0.33% 79
2025
Q4 		$474K Buy
8,499
+536
+7% +$30.5K 0.34% 75
2025
Q3 		$453K Buy
+7,963
New +$444K 0.35% 75

Other funds holding VGLT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
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
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

BAM Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 3.8% in Q2 2026, buying an estimated $16.5K and bringing the position to 8,233 shares worth $454K. The position accounts for 0.28% of the portfolio, ranked #95.

BAM Wealth Management first reported a position in VGLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $474K in Q4 2025. 257 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • BAM Wealth Management held 8,233 shares of Vanguard Long-Term Treasury ETF worth $454K as of Q2 2026.
  • BAM Wealth Management bought 301 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $16.5K.
  • Vanguard Long-Term Treasury ETF made up 0.28% of BAM Wealth Management's portfolio in Q2 2026, its #95 holding.
  • BAM Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $474K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.