Essex Savings Bank’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Essex Savings Bank’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	$205K	Hold	3,711	–	–	0.04%	312
2026 Q1	$205K	Hold	3,711	–	–	0.05%	298
2025 Q4	$207K	Hold	3,711	–	–	0.04%	303
2025 Q3	$211K	Sell	3,711 -8,126	-69%	-$453K	0.05%	299
2025 Q2	$664K	Buy	11,837 +656	+6%	+$36.4K	0.16%	123
2025 Q1	$644K	Hold	11,181	–	–	0.16%	125
2024 Q4	$619K	Hold	11,181	–	–	0.15%	130
2024 Q3	$688K	Buy	11,181 +41	+0.4%	+$2.48K	0.17%	124
2024 Q2	$643K	Buy	11,140 +1,973	+22%	+$113K	0.17%	118
2024 Q1	$564K	Hold	9,167	–	–	0.16%	126
2023 Q4	$564K	Buy	+9,167	New	+$518K	0.16%	126

Other funds holding VGLT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Essex Savings Bank's VGLT Position: Q2 2026 in Review

Essex Savings Bank held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 3,711 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #312.

Essex Savings Bank first reported a position in VGLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $688K in Q3 2024. 213 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Essex Savings Bank held 3,711 shares of Vanguard Long-Term Treasury ETF worth $205K as of Q2 2026.
Essex Savings Bank left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.04% of Essex Savings Bank's portfolio in Q2 2026, its #312 holding.
Essex Savings Bank first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Essex Savings Bank's Vanguard Long-Term Treasury ETF position peaked at $688K in Q3 2024.
213 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.