Forthright Family Wealth Advisory’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Forthright Family Wealth Advisory’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	$4.06M	Buy	73,576 +8,726	+13%	+$479K	2.3%	14
2026 Q1	$3.84M	Sell	64,850 -11,366	-15%	-$638K	2.58%	10
2025 Q4	$4.25M	Buy	76,216 +1,453	+2%	+$82.7K	2.67%	13
2025 Q3	$4.25M	Buy	74,763 +29,902	+67%	+$1.67M	2.61%	13
2025 Q2	$2.52M	Sell	44,861 -507	-1%	-$28.1K	1.59%	17
2025 Q1	$2.61M	Buy	45,368 +532	+1%	+$30K	1.73%	14
2024 Q4	$2.48M	Sell	44,836 -8,863	-17%	-$514K	1.61%	16
2024 Q3	$3.18M	Sell	53,699 -12,172	-18%	-$735K	2.04%	13
2024 Q2	$3.8M	Buy	65,871 +1,021	+2%	+$58.4K	2.45%	10
2024 Q1	$3.84M	Buy	64,850 +4,479	+7%	+$265K	2.58%	10
2023 Q4	$3.71M	Buy	+60,371	New	+$3.41M	2.91%	9

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

Forthright Family Wealth Advisory's VGLT Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 13% in Q2 2026, buying an estimated $479K and bringing the position to 73,576 shares worth $4.06M. The position accounts for 2.3% of the portfolio, ranked #14.

Forthright Family Wealth Advisory first reported a position in VGLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.25M in Q4 2025. 192 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Forthright Family Wealth Advisory held 73,576 shares of Vanguard Long-Term Treasury ETF worth $4.06M as of Q2 2026.
Forthright Family Wealth Advisory bought 8,726 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $479K.
Vanguard Long-Term Treasury ETF made up 2.3% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #14 holding.
Forthright Family Wealth Advisory first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Vanguard Long-Term Treasury ETF position peaked at $4.25M in Q4 2025.
192 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.