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

Barry 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 		$41.5M Buy
752,013
+24,469
+3% +$1.34M 8.68% 4
2026
Q1 		$40.3M Buy
727,544
+10,045
+1% +$564K 8.88% 1
2025
Q4 		$40M Sell
717,499
-6,853
-0.9% -$390K 8.91% 2
2025
Q3 		$41.2M Buy
724,352
+13,553
+2% +$755K 9.47% 1
2025
Q2 		$39.9M Buy
710,799
+101,278
+17% +$5.61M 9.93% 1
2025
Q1 		$35.1M Buy
609,521
+590,196
+3,054% +$33.2M 9.33% 1
2024
Q4 		$1.07M Buy
+19,325
New +$1.12M 0.34% 46
2022
Q3 		– Sell
-39,681
Closed -$2.78M – 120
2022
Q2 		$2.78M Sell
39,681
-14,428
-27% -$1.04M 0.83% 35
2022
Q1 		$4.35M Sell
54,109
-4,037
-7% -$337K 1.16% 32
2021
Q4 		$5.2M Buy
58,146
+18,137
+45% +$1.62M 1.37% 27
2021
Q3 		$3.51M Buy
40,009
+1,366
+4% +$123K 0.97% 29
2021
Q2 		$3.39M Buy
38,643
+18,448
+91% +$1.57M 0.91% 30
2021
Q1 		$1.67M Buy
20,195
+4,558
+29% +$403K 0.46% 37
2020
Q4 		$1.5M Buy
15,637
+4,981
+47% +$482K 0.44% 32
2020
Q3 		$1.06M Hold
10,656
– – 0.36% 33
2020
Q2 		$1.07M Buy
+10,656
New +$1.07M 0.38% 33

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

Barry Investment Advisors's VGLT Position: Q2 2026 in Review

Barry Investment Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 3.4% in Q2 2026, buying an estimated $1.34M and bringing the position to 752,013 shares worth $41.5M. The position accounts for 8.68% of the portfolio, ranked #4.

Barry Investment Advisors first reported a position in VGLT in Q2 2020 and has held it in 16 quarters since. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Barry Investment Advisors held 752,013 shares of Vanguard Long-Term Treasury ETF worth $41.5M as of Q2 2026.
  • Barry Investment Advisors bought 24,469 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.34M.
  • Vanguard Long-Term Treasury ETF made up 8.68% of Barry Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Barry Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and has held it in 16 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.