Fiduciary Financial Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Fiduciary Financial Group’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	$4.68M	Buy	84,826 +29,969	+55%	+$1.64M	0.53%	39
2026 Q1	$3.04M	Buy	54,857 +39,318	+253%	+$2.21M	0.4%	44
2025 Q4	$867K	Buy	+15,539	New	+$884K	0.12%	115

Other funds holding VGLT

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Fiduciary Financial Group's VGLT Position: Q2 2026 in Review

Fiduciary Financial Group increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 55% in Q2 2026, buying an estimated $1.64M and bringing the position to 84,826 shares worth $4.68M. The position accounts for 0.53% of the portfolio, ranked #39.

Fiduciary Financial Group first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Fiduciary Financial Group held 84,826 shares of Vanguard Long-Term Treasury ETF worth $4.68M as of Q2 2026.
Fiduciary Financial Group bought 29,969 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.64M.
Vanguard Long-Term Treasury ETF made up 0.53% of Fiduciary Financial Group's portfolio in Q2 2026, its #39 holding.
Fiduciary Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
191 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.