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

Bell 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	$4.27M	Sell	77,438 -61,992	-44%	-$3.4M	0.63%	30
2026 Q1	$7.72M	Buy	139,430 +22,500	+19%	+$1.26M	1.21%	19
2025 Q4	$6.52M	Buy	116,930 +8,049	+7%	+$458K	1.03%	24
2025 Q3	$6.19M	Buy	108,881 +277	+0.3%	+$15.4K	1.01%	25
2025 Q2	$6.09M	Sell	108,604 -10,662	-9%	-$591K	1.05%	24
2025 Q1	$6.87M	Sell	119,266 -11,767	-9%	-$663K	1.27%	19
2024 Q4	$7.25M	Sell	131,033 -21,837	-14%	-$1.27M	1.36%	18
2024 Q3	$9.41M	Buy	152,870 +2,034	+1%	+$123K	1.73%	15
2024 Q2	$8.7M	Buy	150,836 +21,619	+17%	+$1.24M	1.71%	14
2024 Q1	$7.65M	Sell	129,217 -941	-0.7%	-$55.7K	1.5%	18
2023 Q4	$8.01M	Buy	130,158 +2,829	+2%	+$160K	1.64%	16
2023 Q3	$7.07M	Buy	+127,329	New	+$7.61M	1.58%	18

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Bell Investment Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 44% in Q2 2026, selling an estimated $3.4M and leaving 77,438 shares worth $4.27M. The position accounts for 0.63% of the portfolio, ranked #30.

Bell Investment Advisors first reported a position in VGLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.41M in Q3 2024. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Bell Investment Advisors held 77,438 shares of Vanguard Long-Term Treasury ETF worth $4.27M as of Q2 2026.
Bell Investment Advisors sold 61,992 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $3.4M.
Vanguard Long-Term Treasury ETF made up 0.63% of Bell Investment Advisors's portfolio in Q2 2026, its #30 holding.
Bell Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Bell Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $9.41M in Q3 2024.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.