Gladwyn Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Gladwyn Financial 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	$5.11M	Buy	92,597 +7,843	+9%	+$430K	3.2%	11
2026 Q1	$4.69M	Buy	84,754 +2,155	+3%	+$121K	3.26%	13
2025 Q4	$4.61M	Buy	82,599 +2,198	+3%	+$125K	3.24%	12
2025 Q3	$4.57M	Buy	80,401 +5,087	+7%	+$284K	3.28%	11
2025 Q2	$4.23M	Buy	+75,314	New	+$4.18M	3.27%	13

Other funds holding VGLT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gladwyn Financial Advisors's VGLT Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 9.3% in Q2 2026, buying an estimated $430K and bringing the position to 92,597 shares worth $5.11M. The position accounts for 3.2% of the portfolio, ranked #11.

Gladwyn Financial Advisors first reported a position in VGLT in Q2 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Gladwyn Financial Advisors held 92,597 shares of Vanguard Long-Term Treasury ETF worth $5.11M as of Q2 2026.
Gladwyn Financial Advisors bought 7,843 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $430K.
Vanguard Long-Term Treasury ETF made up 3.2% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #11 holding.
Gladwyn Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
125 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.