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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
Q2 		$544K Buy
9,853
+2,611
+36% +$143K 0.12% 116
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 $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 22.96% 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

D.B. Root & Company's VGLT Position: Q2 2026 in Review

D.B. Root & Company increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 36% in Q2 2026, buying an estimated $143K and bringing the position to 9,853 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #116.

D.B. Root & Company first reported a position in VGLT in Q3 2025 and has held it in 4 quarters since. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • D.B. Root & Company held 9,853 shares of Vanguard Long-Term Treasury ETF worth $544K as of Q2 2026.
  • D.B. Root & Company bought 2,611 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Long-Term Treasury ETF made up 0.12% of D.B. Root & Company's portfolio in Q2 2026, its #116 holding.
  • D.B. Root & Company first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.