GenWealth Group
VGLT icon

GenWealth Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

GenWealth Group’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
Q3 		$22.5M Buy
448,673
+34,339
+8% +$1.82M 3.51% 12
2026
Q2 		$22.9M Buy
414,334
+20,493
+5% +$1.12M 3.56% 12
2026
Q1 		$21.8M Buy
393,841
+40,828
+12% +$2.29M 3.73% 9
2025
Q4 		$19.7M Buy
353,013
+31,741
+10% +$1.81M 3.36% 11
2025
Q3 		$18.3M Buy
321,272
+52,890
+20% +$2.95M 3.4% 12
2025
Q2 		$15.1M Buy
268,382
+15,520
+6% +$860K 3.04% 13
2025
Q1 		$14.6M Buy
252,862
+96,956
+62% +$5.46M 3.21% 10
2024
Q4 		$8.63M Buy
155,906
+27,126
+21% +$1.57M 1.96% 19
2024
Q3 		$7.93M Buy
128,780
+2,089
+2% +$126K 1.82% 18
2024
Q2 		$7.31M Buy
126,691
+8,691
+7% +$497K 1.8% 18
2024
Q1 		$6.99M Buy
118,000
+1,445
+1% +$85.5K 1.76% 18
2023
Q4 		$7.17M Sell
116,555
-75,565
-39% -$4.27M 1.98% 18
2023
Q3 		$10.7M Buy
192,120
+7,929
+4% +$474K 3.24% 12
2023
Q2 		$11.7M Buy
184,191
+3,862
+2% +$248K 3.37% 13
2023
Q1 		$11.8M Sell
180,329
-1,881
-1% -$121K 3.62% 13
2022
Q4 		$11.2M Sell
182,210
-38,446
-17% -$2.39M 3.67% 11
2022
Q3 		$13.9M Sell
220,656
-3,496
-2% -$241K 4.7% 7
2022
Q2 		$15.7M Buy
224,152
+18,614
+9% +$1.34M 5.03% 7
2022
Q1 		$16.5M Buy
205,538
+34,011
+20% +$2.84M 4.58% 8
2021
Q4 		$15.3M Sell
171,527
-15,175
-8% -$1.35M 4.15% 12
2021
Q3 		$16.4M Buy
186,702
+4,904
+3% +$442K 4.8% 7
2021
Q2 		$15.9M Buy
181,798
+15,821
+10% +$1.34M 4.7% 7
2021
Q1 		$13.7M Buy
165,977
+24,270
+17% +$2.14M 4.36% 10
2020
Q4 		$13.6M Buy
141,707
+8,916
+7% +$863K 4.5% 10
2020
Q3 		$12.9M Buy
132,791
+11,828
+10% +$1.2M 4.67% 10
2020
Q2 		$12.1M Buy
+120,963
New +$12.2M 4.68% 9
2019
Q2 		– Sell
-12,792
Closed -$977K – 68
2019
Q1 		$977K Buy
12,792
+9,153
+252% +$685K 0.44% 28
2018
Q4 		$271K Sell
3,639
-244
-6% -$17.4K 0.13% 50
2018
Q3 		$279K Buy
+3,883
New +$287K 0.13% 53

Other funds holding VGLT

Rainwater Charitable Foundation
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

GenWealth Group's VGLT Position: Q3 2026 in Review

GenWealth Group increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 8.3% in Q3 2026, buying an estimated $1.82M and bringing the position to 448,673 shares worth $22.5M. The position accounts for 3.51% of the portfolio, ranked #12.

GenWealth Group first reported a position in VGLT in Q3 2018 and has held it in 29 quarters since. The position peaked at $22.9M in Q2 2026. 124 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

  • GenWealth Group held 448,673 shares of Vanguard Long-Term Treasury ETF worth $22.5M as of Q3 2026.
  • GenWealth Group bought 34,339 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $1.82M.
  • Vanguard Long-Term Treasury ETF made up 3.51% of GenWealth Group's portfolio in Q3 2026, its #12 holding.
  • GenWealth Group first reported a position in Vanguard Long-Term Treasury ETF in Q3 2018 and has held it in 29 quarters since.
  • GenWealth Group's Vanguard Long-Term Treasury ETF position peaked at $22.9M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on GenWealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.