Benjamin Edwards Inc’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Benjamin Edwards Inc’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	$282K	Sell	5,101 -100,398	-95%	-$5.51M	﹤0.01%	1260
2026 Q1	$5.84M	Buy	105,499 +3,553	+3%	+$199K	0.06%	297
2025 Q4	$5.69M	Sell	101,946 -2,274	-2%	-$129K	0.06%	283
2025 Q3	$5.93M	Sell	104,220 -2,748	-3%	-$153K	0.07%	268
2025 Q2	$6M	Buy	106,968 +7,248	+7%	+$402K	0.08%	240
2025 Q1	$5.74M	Buy	99,720 +1,452	+1%	+$81.8K	0.08%	237
2024 Q4	$5.44M	Buy	98,268 +8,671	+10%	+$503K	0.08%	252
2024 Q3	$5.51M	Buy	+89,597	New	+$5.41M	0.08%	245
2020 Q2	–	Sell	-7,698	Closed	-$778K	–	392
2020 Q1	$778K	Buy	+7,698	New	+$703K	0.81%	34

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

Benjamin Edwards Inc's VGLT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 95% in Q2 2026, selling an estimated $5.51M and leaving 5,101 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Benjamin Edwards Inc first reported a position in VGLT in Q1 2020 and has held it in 9 quarters since. The position peaked at $6M in Q2 2025. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Benjamin Edwards Inc held 5,101 shares of Vanguard Long-Term Treasury ETF worth $282K as of Q2 2026.
Benjamin Edwards Inc sold 100,398 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $5.51M.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1260 holding.
Benjamin Edwards Inc first reported a position in Vanguard Long-Term Treasury ETF in Q1 2020 and has held it in 9 quarters since.
Benjamin Edwards Inc's Vanguard Long-Term Treasury ETF position peaked at $6M in Q2 2025.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.