JFS Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

JFS Wealth Advisors’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	$47.2K	Hold	856	–	–	﹤0.01%	560
2026 Q1	$47.4K	Hold	856	–	–	﹤0.01%	535
2025 Q4	$47.8K	Hold	856	–	–	﹤0.01%	534
2025 Q3	$48.7K	Sell	856 -2,884	-77%	-$161K	﹤0.01%	511
2025 Q2	$210K	Hold	3,740	–	–	0.01%	300
2025 Q1	$215K	Buy	3,740 +2,884	+337%	+$162K	0.01%	298
2024 Q4	$47.4K	Hold	856	–	–	﹤0.01%	469
2024 Q3	$52.7K	Buy	+856	New	+$51.7K	﹤0.01%	460

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

JFS Wealth Advisors's VGLT Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 856 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

JFS Wealth Advisors first reported a position in VGLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $215K in Q1 2025. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

JFS Wealth Advisors held 856 shares of Vanguard Long-Term Treasury ETF worth $47.2K as of Q2 2026.
JFS Wealth Advisors left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #560 holding.
JFS Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
JFS Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $215K in Q1 2025.
460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.