Focus Partners Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Focus Partners Wealth’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	$37.5M	Sell	680,045 -15,568	-2%	-$854K	0.04%	373
2026 Q1	$38.5M	Sell	695,613 -18,841	-3%	-$1.06M	0.04%	345
2025 Q4	$39.9M	Sell	714,454 -10,665	-1%	-$607K	0.05%	339
2025 Q3	$41.2M	Buy	725,119 +23,652	+3%	+$1.32M	0.07%	243
2025 Q2	$39.4M	Buy	701,467 +29,627	+4%	+$1.64M	0.09%	221
2025 Q1	$38.7M	Buy	671,840 +667,047	+13,917%	+$37.6M	0.1%	211
2024 Q4	$265K	Buy	4,793 +127	+3%	+$7.36K	﹤0.01%	1607
2024 Q3	$287K	Buy	+4,666	New	+$282K	﹤0.01%	1342

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth's VGLT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 2.2% in Q2 2026, selling an estimated $854K and leaving 680,045 shares worth $37.5M. The position accounts for 0.04% of the portfolio, ranked #373.

Focus Partners Wealth first reported a position in VGLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $41.2M in Q3 2025. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Focus Partners Wealth held 680,045 shares of Vanguard Long-Term Treasury ETF worth $37.5M as of Q2 2026.
Focus Partners Wealth sold 15,568 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $854K.
Vanguard Long-Term Treasury ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #373 holding.
Focus Partners Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Vanguard Long-Term Treasury ETF position peaked at $41.2M in Q3 2025.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.