Corient Private Wealth
VGLT icon

Corient Private Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Corient Private Wealth’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 		$60.3M Sell
1,092,324
-454,940
-29% -$25M 0.08% 214
2026
Q1 		$85.6M Buy
1,547,264
+244,056
+19% +$13.7M 0.12% 158
2025
Q4 		$72.7M Buy
1,303,208
+89,985
+7% +$5.12M 0.1% 191
2025
Q3 		$69M Buy
1,213,223
+188,694
+18% +$10.5M 0.11% 181
2025
Q2 		$57.5M Buy
1,024,529
+261,086
+34% +$14.5M 0.08% 217
2025
Q1 		$44M Buy
763,443
+205,482
+37% +$11.6M 0.07% 239
2024
Q4 		$30.9M Buy
557,961
+113,785
+26% +$6.59M 0.05% 307
2024
Q3 		$27.3M Buy
444,176
+193,555
+77% +$11.7M 0.04% 363
2024
Q2 		$14.5M Buy
250,621
+9,980
+4% +$571K 0.03% 446
2024
Q1 		$14.3M Buy
240,641
+217,414
+936% +$12.9M 0.03% 453
2023
Q4 		$1.43M Buy
+23,227
New +$1.31M ﹤0.01% 1147

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 22.9% 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

Corient Private Wealth's VGLT Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 29% in Q2 2026, selling an estimated $25M and leaving 1,092,324 shares worth $60.3M. The position accounts for 0.08% of the portfolio, ranked #214.

Corient Private Wealth first reported a position in VGLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $85.6M in Q1 2026. 461 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Corient Private Wealth held 1,092,324 shares of Vanguard Long-Term Treasury ETF worth $60.3M as of Q2 2026.
  • Corient Private Wealth sold 454,940 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $25M.
  • Vanguard Long-Term Treasury ETF made up 0.08% of Corient Private Wealth's portfolio in Q2 2026, its #214 holding.
  • Corient Private Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Vanguard Long-Term Treasury ETF position peaked at $85.6M in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.