Financial Life Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Financial Life 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	$17.1M	Buy	309,813 +16,934	+6%	+$929K	4.86%	7
2026 Q1	$16.2M	Buy	292,879 +13,710	+5%	+$770K	5.05%	7
2025 Q4	$15.6M	Buy	279,169 +41,015	+17%	+$2.33M	4.8%	7
2025 Q3	$13.5M	Buy	238,154 +31,241	+15%	+$1.74M	4.35%	8
2025 Q2	$11.6M	Buy	206,913 +47,818	+30%	+$2.65M	3.97%	8
2025 Q1	$9.17M	Buy	+159,095	New	+$8.96M	3.42%	9
2023 Q4	–	Sell	-3,989	Closed	-$221K	–	63
2023 Q3	$221K	Sell	3,989 -7,593	-66%	-$454K	0.1%	52
2023 Q2	$736K	Sell	11,582 -4,295	-27%	-$275K	0.31%	33
2023 Q1	$1.04M	Sell	15,877 -2,104	-12%	-$136K	0.45%	40
2022 Q4	$1.11M	Sell	17,981 -1,070	-6%	-$66.5K	0.51%	42
2022 Q3	$1.2M	Sell	19,051 -1,130	-6%	-$77.9K	0.6%	25
2022 Q2	$1.42M	Buy	20,181 +8,535	+73%	+$613K	0.66%	19
2022 Q1	$936K	Sell	11,646 -10,625	-48%	-$888K	0.39%	23
2021 Q4	$1.99M	Sell	22,271 -158	-0.7%	-$14.1K	0.78%	17
2021 Q3	$1.97M	Hold	22,429	–	–	0.82%	17
2021 Q2	$1.97M	Sell	22,429 -16,898	-43%	-$1.44M	0.85%	17
2021 Q1	$3.26M	Buy	+39,327	New	+$3.47M	1.52%	17
2018 Q4	–	Sell	-5,001	Closed	-$361K	–	49
2018 Q3	$361K	Buy	+5,001	New	+$369K	0.26%	41

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

Financial Life Advisors's VGLT Position: Q2 2026 in Review

Financial Life Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 5.8% in Q2 2026, buying an estimated $929K and bringing the position to 309,813 shares worth $17.1M. The position accounts for 4.86% of the portfolio, ranked #7.

Financial Life Advisors first reported a position in VGLT in Q3 2018 and has held it in 18 quarters since. 192 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Financial Life Advisors held 309,813 shares of Vanguard Long-Term Treasury ETF worth $17.1M as of Q2 2026.
Financial Life Advisors bought 16,934 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $929K.
Vanguard Long-Term Treasury ETF made up 4.86% of Financial Life Advisors's portfolio in Q2 2026, its #7 holding.
Financial Life Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2018 and has held it in 18 quarters since.
192 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.