Concurrent Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Concurrent Investment 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	–	Sell	-6,355	Closed	-$352K	–	2214
2026 Q1	$352K	Sell	6,355 -345	-5%	-$19.4K	﹤0.01%	1396
2025 Q4	$374K	Buy	6,700 +1,461	+28%	+$83.1K	﹤0.01%	1278
2025 Q3	$298K	Buy	5,239 +641	+14%	+$35.7K	0.01%	1157
2025 Q2	$258K	Buy	4,598 +394	+9%	+$21.8K	0.01%	1138
2025 Q1	$242K	Buy	4,204 +533	+15%	+$30K	0.01%	1030
2024 Q4	$203K	Sell	3,671 -26,106	-88%	-$1.51M	0.01%	992
2024 Q3	$1.83M	Sell	29,777 -91,756	-75%	-$5.54M	0.05%	336
2024 Q2	$7.01M	Buy	121,533 +407	+0.3%	+$23.3K	0.23%	100
2024 Q1	$7.18M	Sell	121,126 -4,516	-4%	-$267K	0.29%	81
2023 Q4	$7.73M	Buy	+125,642	New	+$7.1M	0.37%	67

Other funds holding VGLT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Concurrent Investment Advisors's VGLT Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 6,355 shares — an estimated $352K sold.

Concurrent Investment Advisors first reported a position in VGLT in Q4 2023 and held it in 10 quarters. The position peaked at $7.73M in Q4 2023. 174 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Concurrent Investment Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 6,355 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $352K.
Concurrent Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 10 quarters.
Concurrent Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $7.73M in Q4 2023.
174 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.