Independence Bank of Kentucky’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Independence Bank of Kentucky’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	$816K	Sell	14,789 -600	-4%	-$32.9K	0.09%	168
2026 Q1	$852K	Sell	15,389 -1,250	-8%	-$70.2K	0.11%	161
2025 Q4	$928K	Sell	16,639 -3,028	-15%	-$172K	0.12%	151
2025 Q3	$1.12M	Sell	19,667 -16,975	-46%	-$946K	0.14%	127
2025 Q2	$2.06M	Buy	36,642 +4,344	+13%	+$241K	0.29%	77
2025 Q1	$1.86M	Sell	32,298 -1,300	-4%	-$73.2K	0.29%	75
2024 Q4	$1.86M	Buy	33,598 +11,131	+50%	+$645K	0.29%	77
2024 Q3	$1.38M	Sell	22,467 -2,718	-11%	-$164K	0.3%	90
2024 Q2	$1.45M	Sell	25,185 -200	-0.8%	-$11.4K	0.39%	67
2024 Q1	$1.5M	Sell	25,385 -550	-2%	-$32.5K	0.45%	62
2023 Q4	$1.6M	Sell	25,935 -17,850	-41%	-$1.01M	0.56%	47
2023 Q3	$2.43M	Buy	43,785 +21,575	+97%	+$1.29M	1.03%	22
2023 Q2	$1.41M	Buy	+22,210	New	+$1.42M	0.57%	53
2021 Q4	–	Sell	-8,875	Closed	-$778K	–	408
2021 Q3	$778K	Sell	8,875 -550	-6%	-$49.6K	0.34%	84
2021 Q2	$827K	Sell	9,425 -175	-2%	-$14.9K	0.37%	76
2021 Q1	$795K	Hold	9,600	–	–	0.39%	72
2020 Q4	$920K	Buy	9,600 +850	+10%	+$82.3K	0.48%	68
2020 Q3	$872K	Buy	8,750 +5,825	+199%	+$589K	0.5%	66
2020 Q2	$293K	Buy	+2,925	New	+$294K	0.19%	104

Other funds holding VGLT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RCF

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIA

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

Independence Bank of Kentucky's VGLT Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 3.9% in Q2 2026, selling an estimated $32.9K and leaving 14,789 shares worth $816K. The position accounts for 0.09% of the portfolio, ranked #168.

Independence Bank of Kentucky first reported a position in VGLT in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.43M in Q3 2023. 282 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Independence Bank of Kentucky held 14,789 shares of Vanguard Long-Term Treasury ETF worth $816K as of Q2 2026.
Independence Bank of Kentucky sold 600 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $32.9K.
Vanguard Long-Term Treasury ETF made up 0.09% of Independence Bank of Kentucky's portfolio in Q2 2026, its #168 holding.
Independence Bank of Kentucky first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and has held it in 19 quarters since.
Independence Bank of Kentucky's Vanguard Long-Term Treasury ETF position peaked at $2.43M in Q3 2023.
282 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.