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Diversify Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Diversify Wealth Management’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
+27,935
+16% +$1.53M 0.19% 113
2026
Q1 		$9.87M Buy
180,184
+65,036
+56% +$3.65M 0.18% 126
2025
Q4 		$6.46M Buy
115,148
+36,236
+46% +$2.06M 0.3% 86
2025
Q3 		$4.5M Buy
78,912
+11,241
+17% +$626K 0.26% 110
2025
Q2 		$3.75M Buy
67,671
+8,505
+14% +$471K 0.23% 126
2025
Q1 		$3.38M Buy
59,166
+13,494
+30% +$760K 0.25% 119
2024
Q4 		$2.47M Buy
45,672
+14,891
+48% +$863K 0.19% 136
2024
Q3 		$1.79M Buy
30,781
+7,445
+32% +$450K 0.17% 146
2024
Q2 		$1.44M Buy
+23,336
New +$1.34M 0.18% 124

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

Diversify Wealth Management's VGLT Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 16% in Q2 2026, buying an estimated $1.53M and bringing the position to 208,119 shares worth $11.2M. The position accounts for 0.19% of the portfolio, ranked #113.

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

  • Diversify Wealth Management held 208,119 shares of Vanguard Long-Term Treasury ETF worth $11.2M as of Q2 2026.
  • Diversify Wealth Management bought 27,935 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.53M.
  • Vanguard Long-Term Treasury ETF made up 0.19% of Diversify Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Diversify Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 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 Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.