Essential Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Essential Partners’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 Q3	$163K	Sell	3,261 -1,043	-24%	-$55.2K	0.07%	293
2026 Q2	$237K	Sell	4,304 -466	-10%	-$25.6K	0.11%	199
2026 Q1	$264K	Buy	4,770 +227	+5%	+$12.7K	0.09%	243
2025 Q4	$254K	Buy	4,543 +15	+0.3%	+$854	0.08%	279
2025 Q3	$257K	Sell	4,528 -464	-9%	-$25.9K	0.08%	274
2025 Q2	$280K	Buy	+4,992	New	+$277K	0.11%	240

Other funds holding VGLT

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

Essential Partners's VGLT Position: Q3 2026 in Review

Essential Partners reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 24% in Q3 2026, selling an estimated $55.2K and leaving 3,261 shares worth $163K. The position accounts for 0.07% of the portfolio, ranked #293.

Essential Partners first reported a position in VGLT in Q2 2025 and has held it in 6 quarters since. The position peaked at $280K in Q2 2025. 117 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Essential Partners held 3,261 shares of Vanguard Long-Term Treasury ETF worth $163K as of Q3 2026.
Essential Partners sold 1,043 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $55.2K.
Vanguard Long-Term Treasury ETF made up 0.07% of Essential Partners's portfolio in Q3 2026, its #293 holding.
Essential Partners first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Vanguard Long-Term Treasury ETF position peaked at $280K in Q2 2025.
117 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.