Clarion Wealth Managment Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Clarion Wealth Managment 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	$440K	Sell	7,966 -1,970	-20%	-$108K	0.35%	59
2026 Q1	$550K	Sell	9,936 -7,801	-44%	-$438K	0.5%	48
2025 Q4	$990K	Sell	17,737 -2,053	-10%	-$117K	0.92%	30
2025 Q3	$1.13M	Sell	19,790 -2,200	-10%	-$123K	1.11%	27
2025 Q2	$1.23M	Buy	+21,990	New	+$1.22M	1.35%	19

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

Clarion Wealth Managment Partners's VGLT Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 20% in Q2 2026, selling an estimated $108K and leaving 7,966 shares worth $440K. The position accounts for 0.35% of the portfolio, ranked #59.

Clarion Wealth Managment Partners first reported a position in VGLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q2 2025. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Clarion Wealth Managment Partners held 7,966 shares of Vanguard Long-Term Treasury ETF worth $440K as of Q2 2026.
Clarion Wealth Managment Partners sold 1,970 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $108K.
Vanguard Long-Term Treasury ETF made up 0.35% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #59 holding.
Clarion Wealth Managment Partners first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Clarion Wealth Managment Partners's Vanguard Long-Term Treasury ETF position peaked at $1.23M in Q2 2025.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.