H&H Retirement Design & Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

H&H Retirement Design & 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	$546K	Sell	10,283 -20,536	-67%	-$1.13M	0.25%	56
2026 Q1	$1.69M	Sell	30,819 -22,222	-42%	-$1.25M	0.79%	26
2025 Q4	$2.94M	Buy	+53,041	New	+$3.02M	1.49%	19
2025 Q3	–	Sell	-4,425	Closed	-$243K	–	85
2025 Q2	$243K	Sell	4,425 -4,089	-48%	-$227K	0.13%	76
2025 Q1	$466K	Sell	8,514 -781	-8%	-$44K	0.31%	49
2024 Q4	$527K	Buy	+9,295	New	+$539K	0.32%	53

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

H&H Retirement Design & Management's VGLT Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 67% in Q2 2026, selling an estimated $1.13M and leaving 10,283 shares worth $546K. The position accounts for 0.25% of the portfolio, ranked #56.

H&H Retirement Design & Management first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q4 2025. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

H&H Retirement Design & Management held 10,283 shares of Vanguard Long-Term Treasury ETF worth $546K as of Q2 2026.
H&H Retirement Design & Management sold 20,536 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.13M.
Vanguard Long-Term Treasury ETF made up 0.25% of H&H Retirement Design & Management's portfolio in Q2 2026, its #56 holding.
H&H Retirement Design & Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
H&H Retirement Design & Management's Vanguard Long-Term Treasury ETF position peaked at $2.94M in Q4 2025.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.