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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Forum Financial Management's VGLT Position: Q1 2026 in Review

Forum Financial Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 21% in Q1 2026, buying an estimated $8.6M and bringing the position to 896,211 shares worth $49.6M. The position accounts for 0.7% of the portfolio, ranked #17.

Forum Financial Management first reported a position in VGLT in Q4 2021 and has held it in 17 quarters since. The position peaked at $248M in Q3 2022. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Forum Financial Management held 896,211 shares of Vanguard Long-Term Treasury ETF worth $49.6M as of Q1 2026.
  • Forum Financial Management bought 153,201 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $8.6M.
  • Vanguard Long-Term Treasury ETF made up 0.7% of Forum Financial Management's portfolio in Q1 2026, its #17 holding.
  • Forum Financial Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 17 quarters since.
  • Forum Financial Management's Vanguard Long-Term Treasury ETF position peaked at $248M in Q3 2022.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.