Diversify Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Diversify Advisory Services’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	$11.2M	Buy	+208,119	New	+$11.4M	0.19%	113
2026 Q1	–	Sell	-115,409	Closed	-$6.47M	–	829
2025 Q4	$6.47M	Sell	115,409 -4,610	-4%	-$262K	0.2%	83
2025 Q3	$6.85M	Sell	120,019 -50,647	-30%	-$2.82M	0.23%	70
2025 Q2	$9.46M	Buy	170,666 +111,613	+189%	+$6.19M	0.36%	48
2025 Q1	$3.38M	Buy	59,053 +5,750	+11%	+$324K	0.21%	80
2024 Q4	$2.89M	Buy	53,303 +10,957	+26%	+$635K	0.16%	97
2024 Q3	$2.46M	Buy	42,346 +6,181	+17%	+$373K	0.13%	140
2024 Q2	$2.1M	Buy	36,165 +7,829	+28%	+$448K	0.11%	154
2024 Q1	$1.64M	Buy	+28,336	New	+$1.68M	0.1%	174

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Diversify Advisory Services's VGLT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 208,119 shares worth $11.2M. The stake represents 0.19% of the portfolio and ranks #113 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VGLT as recently as Q4 2025.

Diversify Advisory Services first reported a position in VGLT in Q1 2024 and has held it in 9 quarters since. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Diversify Advisory Services held 208,119 shares of Vanguard Long-Term Treasury ETF worth $11.2M as of Q2 2026.
Vanguard Long-Term Treasury ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.19% of Diversify Advisory Services's portfolio in Q2 2026, its #113 holding.
Diversify Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.