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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
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Clarion Wealth Managment Partners's VGLT Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 44% in Q1 2026, selling an estimated $438K and leaving 9,936 shares worth $550K. The position accounts for 0.5% of the portfolio, ranked #48.

Clarion Wealth Managment Partners first reported a position in VGLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q2 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Clarion Wealth Managment Partners held 9,936 shares of Vanguard Long-Term Treasury ETF worth $550K as of Q1 2026.
  • Clarion Wealth Managment Partners sold 7,801 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $438K.
  • Vanguard Long-Term Treasury ETF made up 0.5% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #48 holding.
  • Clarion Wealth Managment Partners first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's Vanguard Long-Term Treasury ETF position peaked at $1.23M in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.