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Integrated Wealth Concepts’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Integrated Wealth Concepts’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 		$540K Buy
9,788
+3,157
+48% +$173K ﹤0.01% 1607
2026
Q1 		$367K Buy
6,631
+2,507
+61% +$141K ﹤0.01% 1730
2025
Q4 		$230K Sell
4,124
-313
-7% -$17.8K ﹤0.01% 1449
2025
Q3 		$252K Sell
4,437
-178
-4% -$9.92K ﹤0.01% 1731
2025
Q2 		$259K Sell
4,615
-1,104
-19% -$61.2K ﹤0.01% 1626
2025
Q1 		$329K Buy
5,719
+421
+8% +$23.7K ﹤0.01% 1356
2024
Q4 		$293K Sell
5,298
-197
-4% -$11.4K ﹤0.01% 1379
2024
Q3 		$338K Sell
5,495
-54,699
-91% -$3.3M ﹤0.01% 1263
2024
Q2 		$3.47M Buy
60,194
+19,980
+50% +$1.14M 0.05% 350
2024
Q1 		$2.38M Buy
40,214
+13,188
+49% +$780K 0.03% 463
2023
Q4 		$1.66M Buy
27,026
+12,353
+84% +$698K 0.03% 546
2023
Q3 		$815K Sell
14,673
-16,831
-53% -$1.01M 0.01% 773
2023
Q2 		$2M Buy
31,504
+2,316
+8% +$149K 0.03% 467
2023
Q1 		$1.91M Buy
29,188
+5,186
+22% +$334K 0.04% 431
2022
Q4 		$1.48M Buy
+24,002
New +$1.49M 0.04% 385

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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

Integrated Wealth Concepts's VGLT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 48% in Q2 2026, buying an estimated $173K and bringing the position to 9,788 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Integrated Wealth Concepts first reported a position in VGLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.47M in Q2 2024. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Integrated Wealth Concepts held 9,788 shares of Vanguard Long-Term Treasury ETF worth $540K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,157 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1607 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Vanguard Long-Term Treasury ETF position peaked at $3.47M in Q2 2024.
  • 460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.