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Forum Financial Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Forum Financial Management’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 		$38.5M Sell
698,517
-197,694
-22% -$10.8M 0.5% 18
2026
Q1 		$49.6M Buy
896,211
+153,201
+21% +$8.6M 0.7% 17
2025
Q4 		$41.5M Sell
743,010
-90,444
-11% -$5.15M 0.54% 20
2025
Q3 		$47.4M Buy
833,454
+621,492
+293% +$34.6M 0.65% 17
2025
Q2 		$11.9M Buy
211,962
+80,996
+62% +$4.49M 0.18% 30
2025
Q1 		$7.54M Buy
130,966
+21,918
+20% +$1.23M 0.12% 40
2024
Q4 		$6.04M Buy
109,048
+2,913
+3% +$169K 0.1% 48
2024
Q3 		$6.53M Sell
106,135
-4,750
-4% -$287K 0.11% 43
2024
Q2 		$6.4M Buy
110,885
+42,771
+63% +$2.45M 0.12% 40
2024
Q1 		$4.04M Buy
68,114
+16,410
+32% +$971K 0.07% 62
2023
Q4 		$3.18M Buy
51,704
+43,659
+543% +$2.47M 0.06% 65
2023
Q3 		$447K Buy
8,045
+1,673
+26% +$99.9K 0.01% 310
2023
Q2 		$405K Buy
+6,372
New +$409K 0.01% 341
2023
Q1 		– Sell
-4,058
Closed -$250K – 641
2022
Q4 		$250K Sell
4,058
-3,933,046
-100% -$244M 0.01% 454
2022
Q3 		$248M Buy
3,937,104
+438,268
+13% +$30.2M 11.95% 2
2022
Q2 		$245M Buy
3,498,836
+562,480
+19% +$40.4M 12.36% 2
2022
Q1 		$236M Buy
2,936,356
+599,441
+26% +$50.1M 11.39% 2
2021
Q4 		$209M Buy
+2,336,915
New +$208M 10.75% 3

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

Forum Financial Management's VGLT Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 22% in Q2 2026, selling an estimated $10.8M and leaving 698,517 shares worth $38.5M. The position accounts for 0.5% of the portfolio, ranked #18.

Forum Financial Management first reported a position in VGLT in Q4 2021 and has held it in 18 quarters since. The position peaked at $248M in Q3 2022. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Forum Financial Management held 698,517 shares of Vanguard Long-Term Treasury ETF worth $38.5M as of Q2 2026.
  • Forum Financial Management sold 197,694 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $10.8M.
  • Vanguard Long-Term Treasury ETF made up 0.5% of Forum Financial Management's portfolio in Q2 2026, its #18 holding.
  • Forum Financial Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Vanguard Long-Term Treasury ETF position peaked at $248M in Q3 2022.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.