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Beacon Pointe Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Beacon Pointe 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 		$11.3M Sell
204,620
-10,706
-5% -$588K 0.05% 311
2026
Q1 		$11.9M Buy
215,326
+40,841
+23% +$2.29M 0.06% 278
2025
Q4 		$9.74M Buy
174,485
+319
+0.2% +$18.2K 0.07% 263
2025
Q3 		$9.9M Sell
174,166
-114,997
-40% -$6.41M 0.08% 224
2025
Q2 		$16.2M Sell
289,163
-76,693
-21% -$4.25M 0.17% 127
2025
Q1 		$21.1M Sell
365,856
-117,490
-24% -$6.62M 0.24% 99
2024
Q4 		$26.8M Sell
483,346
-311,534
-39% -$18.1M 0.3% 72
2024
Q3 		$48.9M Sell
794,880
-298,689
-27% -$18M 0.56% 39
2024
Q2 		$63.1M Buy
1,093,569
+137,293
+14% +$7.85M 0.75% 24
2024
Q1 		$56.6M Buy
956,276
+121,817
+15% +$7.21M 0.63% 31
2023
Q4 		$51.3M Sell
834,459
-264,632
-24% -$15M 0.61% 32
2023
Q3 		$61M Buy
1,099,091
+252,591
+30% +$15.1M 0.76% 26
2023
Q2 		$53.8M Buy
+846,500
New +$54.3M 0.88% 18

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

Beacon Pointe Advisors's VGLT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 5% in Q2 2026, selling an estimated $588K and leaving 204,620 shares worth $11.3M. The position accounts for 0.05% of the portfolio, ranked #311.

Beacon Pointe Advisors first reported a position in VGLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $63.1M in Q2 2024. 458 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Beacon Pointe Advisors held 204,620 shares of Vanguard Long-Term Treasury ETF worth $11.3M as of Q2 2026.
  • Beacon Pointe Advisors sold 10,706 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $588K.
  • Vanguard Long-Term Treasury ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #311 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Beacon Pointe Advisors's Vanguard Long-Term Treasury ETF position peaked at $63.1M in Q2 2024.
  • 458 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.