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Estate Counselors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Estate Counselors’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 		$905K Buy
16,392
+7,057
+76% +$387K 0.08% 67
2026
Q1 		$517K Buy
+9,335
New +$524K 0.05% 77

Other funds holding VGLT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
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

Estate Counselors's VGLT Position: Q2 2026 in Review

Estate Counselors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 76% in Q2 2026, buying an estimated $387K and bringing the position to 16,392 shares worth $905K. The position accounts for 0.08% of the portfolio, ranked #67.

Estate Counselors first reported a position in VGLT in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Estate Counselors held 16,392 shares of Vanguard Long-Term Treasury ETF worth $905K as of Q2 2026.
  • Estate Counselors bought 7,057 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $387K.
  • Vanguard Long-Term Treasury ETF made up 0.08% of Estate Counselors's portfolio in Q2 2026, its #67 holding.
  • Estate Counselors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.