FWL Investment Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

FWL Investment 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	$60.7K	Hold	1,099	–	–	0.01%	191
2026 Q1	$60.9K	Hold	1,099	–	–	0.01%	151
2025 Q4	$61.3K	Sell	1,099 -155	-12%	-$8.82K	0.01%	145
2025 Q3	$71.3K	Sell	1,254 -4	-0.3%	-$223	0.02%	127
2025 Q2	$70.6K	Hold	1,258	–	–	0.02%	132
2025 Q1	$72.5K	Hold	1,258	–	–	0.03%	128
2024 Q4	$69.7K	Hold	1,258	–	–	0.03%	132
2024 Q3	$77.4K	Buy	+1,258	New	+$76K	0.03%	105
2024 Q2	–	Sell	-28,381	Closed	-$1.68M	–	275
2024 Q1	$1.68M	Sell	28,381 -1,925	-6%	-$114K	0.93%	28
2023 Q4	$1.86M	Buy	+30,306	New	+$1.71M	1.09%	27

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

FWL Investment Management's VGLT Position: Q2 2026 in Review

FWL Investment Management held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 1,099 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #191.

FWL Investment Management first reported a position in VGLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q4 2023. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

FWL Investment Management held 1,099 shares of Vanguard Long-Term Treasury ETF worth $60.7K as of Q2 2026.
FWL Investment Management left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #191 holding.
FWL Investment Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
FWL Investment Management's Vanguard Long-Term Treasury ETF position peaked at $1.86M in Q4 2023.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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