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Industrial Alliance Investment Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Industrial Alliance Investment 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 		$216K Buy
3,907
+1,967
+101% +$108K 0.1% 8
2026
Q1 		$107K Buy
1,940
+1,070
+123% +$60.1K 0.06% 8
2025
Q4 		$49K Buy
+870
New +$49.5K 0.03% 8

Other funds holding VGLT

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Industrial Alliance Investment Management's VGLT Position: Q2 2026 in Review

Industrial Alliance Investment Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 101% in Q2 2026, buying an estimated $108K and bringing the position to 3,907 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #8.

Industrial Alliance Investment Management first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Industrial Alliance Investment Management held 3,907 shares of Vanguard Long-Term Treasury ETF worth $216K as of Q2 2026.
  • Industrial Alliance Investment Management bought 1,967 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Long-Term Treasury ETF made up 0.1% of Industrial Alliance Investment Management's portfolio in Q2 2026, its #8 holding.
  • Industrial Alliance Investment Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.