Dynamic Advisor Solutions’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Dynamic Advisor Solutions’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	$1.39M	Sell	25,175 -36	-0.1%	-$1.98K	0.04%	408
2026 Q1	$1.4M	Buy	25,211 +5,906	+31%	+$332K	0.04%	392
2025 Q4	$1.08M	Buy	19,305 +503	+3%	+$28.6K	0.03%	444
2025 Q3	$1.07M	Sell	18,802 -955	-5%	-$53.2K	0.03%	450
2025 Q2	$1.11M	Buy	19,757 +470	+2%	+$26.1K	0.03%	426
2025 Q1	$1.11M	Buy	+19,287	New	+$1.09M	0.04%	396
2024 Q4	–	Sell	-20,570	Closed	-$1.27M	–	881
2024 Q3	$1.27M	Buy	20,570 +288	+1%	+$17.4K	0.04%	395
2024 Q2	$1.17M	Sell	20,282 -179	-0.9%	-$10.2K	0.04%	422
2024 Q1	$1.21M	Buy	20,461 +185	+0.9%	+$10.9K	0.04%	401
2023 Q4	$1.22M	Buy	20,276 +344	+2%	+$19.4K	0.05%	371
2023 Q3	$1.11M	Buy	19,932 +12,480	+167%	+$745K	0.05%	334
2023 Q2	$473K	Buy	+7,452	New	+$478K	0.02%	513

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

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

Dynamic Advisor Solutions's VGLT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.14% in Q2 2026, selling an estimated $1.98K and leaving 25,175 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #408.

Dynamic Advisor Solutions first reported a position in VGLT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.4M in Q1 2026. 75 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Dynamic Advisor Solutions held 25,175 shares of Vanguard Long-Term Treasury ETF worth $1.39M as of Q2 2026.
Dynamic Advisor Solutions sold 36 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.98K.
Vanguard Long-Term Treasury ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #408 holding.
Dynamic Advisor Solutions first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Dynamic Advisor Solutions's Vanguard Long-Term Treasury ETF position peaked at $1.4M in Q1 2026.
75 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.