Jones Financial Companies
VGLT icon

Jones Financial Companies’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Jones Financial Companies’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 		$4.47M Buy
80,218
+6,913
+9% +$379K ﹤0.01% 1240
2026
Q1 		$4.01M Buy
73,305
+10,840
+17% +$608K ﹤0.01% 1159
2025
Q4 		$3.49M Buy
62,465
+11,062
+22% +$629K ﹤0.01% 763
2025
Q3 		$2.91M Buy
51,403
+30,441
+145% +$1.7M ﹤0.01% 744
2025
Q2 		$1.17M Buy
20,962
+13,289
+173% +$737K ﹤0.01% 949
2025
Q1 		$439K Buy
7,673
+443
+6% +$25K ﹤0.01% 1187
2024
Q4 		$400K Buy
7,230
+1,111
+18% +$64.4K ﹤0.01% 1083
2024
Q3 		$377K Buy
6,119
+2,800
+84% +$169K ﹤0.01% 923
2024
Q2 		$191K Buy
3,319
+2,665
+407% +$152K ﹤0.01% 850
2024
Q1 		$38.8K Buy
+654
New +$38.7K ﹤0.01% 778

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

Jones Financial Companies's VGLT Position: Q2 2026 in Review

Jones Financial Companies increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 9.4% in Q2 2026, buying an estimated $379K and bringing the position to 80,218 shares worth $4.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Jones Financial Companies first reported a position in VGLT in Q1 2024 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Jones Financial Companies held 80,218 shares of Vanguard Long-Term Treasury ETF worth $4.47M as of Q2 2026.
  • Jones Financial Companies bought 6,913 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $379K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1240 holding.
  • Jones Financial Companies first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.