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EverSource Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

EverSource Wealth Advisors’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 		$692K Buy
12,536
+4,343
+53% +$238K 0.02% 446
2026
Q1 		$454K Sell
8,193
-5,632
-41% -$316K 0.01% 642
2025
Q4 		$771K Sell
13,825
-1,566
-10% -$89.1K 0.03% 402
2025
Q3 		$875K Sell
15,391
-19,339
-56% -$1.08M 0.03% 342
2025
Q2 		$1.95M Sell
34,730
-14,666
-30% -$813K 0.09% 169
2025
Q1 		$2.85M Sell
49,396
-6,431
-12% -$362K 0.16% 121
2024
Q4 		$3.09M Buy
55,827
+27,989
+101% +$1.62M 0.17% 114
2024
Q3 		$1.71M Buy
27,838
+15,032
+117% +$908K 0.11% 156
2024
Q2 		$762K Buy
12,806
+5,551
+77% +$318K 0.05% 249
2024
Q1 		$403K Sell
7,255
-5,059
-41% -$299K 0.03% 315
2023
Q4 		$758K Buy
12,314
+7,487
+155% +$423K 0.07% 193
2023
Q3 		$268K Buy
4,827
+3,127
+184% +$187K 0.03% 337
2023
Q2 		$108K Sell
1,700
-2,100
-55% -$135K 0.01% 557
2023
Q1 		$249K Buy
3,800
+1,350
+55% +$87.1K 0.03% 335
2022
Q4 		$151K Buy
+2,450
New +$152K 0.02% 402

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

EverSource Wealth Advisors's VGLT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 53% in Q2 2026, buying an estimated $238K and bringing the position to 12,536 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #446.

EverSource Wealth Advisors first reported a position in VGLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.09M in Q4 2024. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • EverSource Wealth Advisors held 12,536 shares of Vanguard Long-Term Treasury ETF worth $692K as of Q2 2026.
  • EverSource Wealth Advisors bought 4,343 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $238K.
  • Vanguard Long-Term Treasury ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #446 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $3.09M in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.