Cerity Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Cerity Partners’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	$4.86M	Sell	88,044 -6,454	-7%	-$354K	0.01%	1116
2026 Q1	$5.23M	Buy	94,498 +28,208	+43%	+$1.58M	0.01%	986
2025 Q4	$3.7M	Buy	66,290 +62,409	+1,608%	+$3.55M	0.01%	1065
2025 Q3	$221K	Buy	+3,881	New	+$216K	﹤0.01%	2452
2024 Q4	–	Sell	-6,417	Closed	-$395K	–	2604
2024 Q3	$395K	Sell	6,417 -1,195	-16%	-$72.2K	﹤0.01%	1906
2024 Q2	$439K	Sell	7,612 -144	-2%	-$8.24K	﹤0.01%	1604
2024 Q1	$459K	Buy	7,756 +951	+14%	+$56.3K	﹤0.01%	1636
2023 Q4	$419K	Buy	6,805 +2,923	+75%	+$165K	﹤0.01%	1346
2023 Q3	$215K	Buy	+3,882	New	+$232K	﹤0.01%	1266
2022 Q2	–	Sell	-4,715	Closed	-$379K	–	1246
2022 Q1	$379K	Sell	4,715 -1,306	-22%	-$109K	0.01%	662
2021 Q4	$538K	Sell	6,021 -305	-5%	-$27.2K	0.01%	574
2021 Q3	$555K	Buy	6,326 +996	+19%	+$89.7K	0.01%	441
2021 Q2	$467K	Buy	5,330 +82	+2%	+$6.97K	0.01%	485
2021 Q1	$435K	Buy	+5,248	New	+$463K	0.01%	479

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 22.9% 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

Cerity Partners's VGLT Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 6.8% in Q2 2026, selling an estimated $354K and leaving 88,044 shares worth $4.86M. The position accounts for 0.01% of the portfolio, ranked #1116.

Cerity Partners first reported a position in VGLT in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.23M in Q1 2026. 461 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Cerity Partners held 88,044 shares of Vanguard Long-Term Treasury ETF worth $4.86M as of Q2 2026.
Cerity Partners sold 6,454 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $354K.
Vanguard Long-Term Treasury ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1116 holding.
Cerity Partners first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and has held it in 14 quarters since.
Cerity Partners's Vanguard Long-Term Treasury ETF position peaked at $5.23M in Q1 2026.
461 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.