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CX Institutional’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

CX Institutional’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
-3,675
Closed -$203K – 1638
2026
Q1 		$203K Buy
3,675
+95
+3% +$5.33K 0.01% 712
2025
Q4 		$200K Buy
3,580
+433
+14% +$24.6K 0.01% 713
2025
Q3 		$179K Sell
3,147
-1,401
-31% -$78.1K 0.01% 726
2025
Q2 		$255K Buy
4,548
+98
+2% +$5.43K 0.01% 551
2025
Q1 		$256K Buy
+4,450
New +$251K 0.01% 519

Other funds holding VGLT

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
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

CX Institutional's VGLT Position: Q2 2026 in Review

CX Institutional sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 3,675 shares — an estimated $203K sold.

CX Institutional first reported a position in VGLT in Q1 2025 and held it in 5 quarters. The position peaked at $256K in Q1 2025. 90 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • CX Institutional reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 3,675 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $203K.
  • CX Institutional first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and held it in 5 quarters.
  • CX Institutional's Vanguard Long-Term Treasury ETF position peaked at $256K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.