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

GeoWealth 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 		$183K Buy
3,313
+337
+11% +$18.5K 0.01% 795
2026
Q1 		$165K Sell
2,976
-4
-0.1% -$225 0.01% 758
2025
Q4 		$166K Buy
+2,980
New +$170K 0.01% 691
2025
Q3 		– Sell
-2,701
Closed -$152K – 1222
2025
Q2 		$152K Sell
2,701
-90
-3% -$4.99K 0.01% 720
2025
Q1 		$161K Sell
2,791
-6,372
-70% -$359K 0.01% 706
2024
Q4 		$507K Sell
9,163
-1,677
-15% -$97.2K 0.02% 464
2024
Q3 		$667K Buy
10,840
+2,403
+28% +$145K 0.02% 406
2024
Q2 		$487K Sell
8,437
-1,307
-13% -$74.8K 0.02% 434
2024
Q1 		$577K Buy
+9,744
New +$576K 0.02% 403
2023
Q3 		– Sell
-784
Closed -$49K – 521
2023
Q2 		$49K Buy
+784
New +$50.3K 0.01% 333
2022
Q2 		– Sell
-1,603
Closed -$130K – 400
2022
Q1 		$130K Sell
1,603
-30,805
-95% -$2.57M 0.01% 314
2021
Q4 		$2.9M Buy
32,408
+13,285
+69% +$1.18M 0.24% 87
2021
Q3 		$1.68M Buy
+19,123
New +$1.72M 0.14% 125
2020
Q4 		– Sell
-18,869
Closed -$1.87M – 221
2020
Q3 		$1.87M Buy
+18,869
New +$1.91M 0.57% 60

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

GeoWealth Management's VGLT Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 11% in Q2 2026, buying an estimated $18.5K and bringing the position to 3,313 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #795.

GeoWealth Management first reported a position in VGLT in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.9M in Q4 2021. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • GeoWealth Management held 3,313 shares of Vanguard Long-Term Treasury ETF worth $183K as of Q2 2026.
  • GeoWealth Management bought 337 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $18.5K.
  • Vanguard Long-Term Treasury ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #795 holding.
  • GeoWealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2020 and has held it in 14 quarters since.
  • GeoWealth Management's Vanguard Long-Term Treasury ETF position peaked at $2.9M in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.