DBRC
VGLT icon

D.B. Root & Company’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

D.B. Root & Company’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 		$401K Buy
7,242
+52
+0.7% +$2.92K 0.1% 133
2025
Q4 		$401K Buy
7,190
+105
+1% +$5.97K 0.1% 123
2025
Q3 		$403K Buy
+7,085
New +$395K 0.1% 125

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

D.B. Root & Company's VGLT Position: Q1 2026 in Review

D.B. Root & Company increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.72% in Q1 2026, buying an estimated $2.92K and bringing the position to 7,242 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #133.

D.B. Root & Company first reported a position in VGLT in Q3 2025 and has held it in 3 quarters since. The position peaked at $403K in Q3 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • D.B. Root & Company held 7,242 shares of Vanguard Long-Term Treasury ETF worth $401K as of Q1 2026.
  • D.B. Root & Company bought 52 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $2.92K.
  • Vanguard Long-Term Treasury ETF made up 0.1% of D.B. Root & Company's portfolio in Q1 2026, its #133 holding.
  • D.B. Root & Company first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • D.B. Root & Company's Vanguard Long-Term Treasury ETF position peaked at $403K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.