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Bogart Wealth LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bogart Wealth LLC’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 		$31.2K Sell
565
-48
-8% -$2.63K ﹤0.01% 664
2026
Q1 		$33.9K Hold
613
– – ﹤0.01% 597
2025
Q4 		$34.2K Buy
613
+287
+88% +$16.3K ﹤0.01% 563
2025
Q3 		$18.5K Sell
326
-25
-7% -$1.39K ﹤0.01% 687
2025
Q2 		$19.7K Buy
351
+163
+87% +$9.04K ﹤0.01% 628
2025
Q1 		$10.8K Hold
188
– – ﹤0.01% 732
2024
Q4 		$10.4K Hold
188
– – ﹤0.01% 729
2024
Q3 		$11.6K Hold
188
– – ﹤0.01% 666
2024
Q2 		$10.8K Hold
188
– – ﹤0.01% 647
2024
Q1 		$11.1K Hold
188
– – ﹤0.01% 627
2023
Q4 		$11.6K Sell
188
-2,067
-92% -$117K ﹤0.01% 594
2023
Q3 		$125K Sell
2,255
-254
-10% -$15.2K 0.01% 227
2023
Q2 		$159K Hold
2,509
– – 0.01% 204
2023
Q1 		$164K Buy
2,509
+2,448
+4,013% +$158K 0.01% 190
2022
Q4 		$3.76K Hold
61
– – ﹤0.01% 711
2022
Q3 		$4K Hold
61
– – ﹤0.01% 747
2022
Q2 		$4K Buy
+61
New +$4.38K ﹤0.01% 703

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

Bogart Wealth LLC's VGLT Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 7.8% in Q2 2026, selling an estimated $2.63K and leaving 565 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Bogart Wealth LLC first reported a position in VGLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $164K in Q1 2023. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Bogart Wealth LLC held 565 shares of Vanguard Long-Term Treasury ETF worth $31.2K as of Q2 2026.
  • Bogart Wealth LLC sold 48 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $2.63K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #664 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Bogart Wealth LLC's Vanguard Long-Term Treasury ETF position peaked at $164K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.