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Brindle & Bay Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Brindle & Bay Financial 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 		$1.9M Sell
34,517
-1,356
-4% -$74.4K 0.95% 22
2026
Q1 		$1.99M Sell
35,873
-2,400
-6% -$135K 1.22% 21
2025
Q4 		$2.14M Buy
+38,273
New +$2.18M 1.42% 19

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

Brindle & Bay Financial Advisors's VGLT Position: Q2 2026 in Review

Brindle & Bay Financial Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 3.8% in Q2 2026, selling an estimated $74.4K and leaving 34,517 shares worth $1.9M. The position accounts for 0.95% of the portfolio, ranked #22.

Brindle & Bay Financial Advisors first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.14M in Q4 2025. 455 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Brindle & Bay Financial Advisors held 34,517 shares of Vanguard Long-Term Treasury ETF worth $1.9M as of Q2 2026.
  • Brindle & Bay Financial Advisors sold 1,356 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $74.4K.
  • Vanguard Long-Term Treasury ETF made up 0.95% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Brindle & Bay Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Brindle & Bay Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $2.14M in Q4 2025.
  • 455 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.