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Foundations Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Foundations Investment 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 		$216K Buy
+3,913
New +$215K ﹤0.01% 1108
2026
Q1 		– Sell
-3,744
Closed -$209K – 1256
2025
Q4 		$209K Sell
3,744
-327
-8% -$18.6K ﹤0.01% 1045
2025
Q3 		$231K Sell
4,071
-1,487
-27% -$82.9K ﹤0.01% 945
2025
Q2 		$312K Sell
5,558
-374
-6% -$20.7K ﹤0.01% 731
2025
Q1 		$342K Sell
5,932
-5,454
-48% -$307K 0.01% 673
2024
Q4 		$630K Sell
11,386
-1,090
-9% -$63.2K 0.01% 494
2024
Q3 		$768K Sell
12,476
-121,958
-91% -$7.37M 0.02% 412
2024
Q2 		$7.75M Buy
134,434
+9,170
+7% +$525K 0.19% 100
2024
Q1 		$7.42M Buy
125,264
+3,389
+3% +$200K 0.19% 94
2023
Q4 		$7.47M Sell
121,875
-24,375
-17% -$1.38M 0.2% 93
2023
Q3 		$8.12M Buy
146,250
+3,087
+2% +$184K 0.25% 77
2023
Q2 		$9.1M Buy
143,163
+21,932
+18% +$1.41M 0.3% 60
2023
Q1 		$7.94M Buy
+121,231
New +$7.82M 0.28% 61
2022
Q3 		– Sell
-3,143
Closed -$221K – 442
2022
Q2 		$221K Sell
3,143
-32,349
-91% -$2.32M 0.01% 353
2022
Q1 		$2.61M Buy
+35,492
New +$2.97M 0.1% 78
2020
Q4 		– Sell
-149,434
Closed -$14.8M – 202
2020
Q3 		$14.8M Sell
149,434
-91,414
-38% -$9.25M 3.26% 6
2020
Q2 		$24M Buy
+240,848
New +$24.2M 2.13% 13

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

Foundations Investment Advisors's VGLT Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 3,913 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1108 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in VGLT as recently as Q4 2025.

Foundations Investment Advisors first reported a position in VGLT in Q2 2020 and has held it in 17 quarters since. The position peaked at $24M in Q2 2020. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Foundations Investment Advisors held 3,913 shares of Vanguard Long-Term Treasury ETF worth $216K as of Q2 2026.
  • Vanguard Long-Term Treasury ETF was a new Foundations Investment Advisors position in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1108 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and has held it in 17 quarters since.
  • Foundations Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $24M in Q2 2020.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.