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Golden State Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Golden State Wealth 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 		$86.3K Buy
1,563
+1,489
+2,012% +$81.7K 0.01% 606
2026
Q1 		$4.1K Buy
+74
New +$4.15K ﹤0.01% 1245

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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

Golden State Wealth Management's VGLT Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 2,012% in Q2 2026, buying an estimated $81.7K and bringing the position to 1,563 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #606.

Golden State Wealth Management first reported a position in VGLT in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Golden State Wealth Management held 1,563 shares of Vanguard Long-Term Treasury ETF worth $86.3K as of Q2 2026.
  • Golden State Wealth Management bought 1,489 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $81.7K.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #606 holding.
  • Golden State Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.