KWM
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Kingsview Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Kingsview Wealth 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 		$1.09M Buy
19,758
+15,282
+341% +$839K 0.01% 726
2026
Q1 		$248K Sell
4,476
-7,096
-61% -$398K ﹤0.01% 1158
2025
Q4 		$646K Buy
11,572
+7,275
+169% +$414K 0.01% 766
2025
Q3 		$244K Sell
4,297
-583
-12% -$32.5K ﹤0.01% 1053
2025
Q2 		$274K Sell
4,880
-9,330
-66% -$517K ﹤0.01% 977
2025
Q1 		$819K Buy
+14,210
New +$800K 0.02% 596
2024
Q4 		– Sell
-4,447
Closed -$274K – 1189
2024
Q3 		$274K Sell
4,447
-3,522
-44% -$213K 0.01% 916
2024
Q2 		$460K Buy
+7,969
New +$456K 0.01% 712
2024
Q1 		– Sell
-7,723
Closed -$475K – 1075
2023
Q4 		$475K Buy
7,723
+944
+14% +$53.3K 0.01% 642
2023
Q3 		$376K Buy
6,779
+2,783
+70% +$166K 0.01% 695
2023
Q2 		$254K Buy
+3,996
New +$256K 0.01% 795
2023
Q1 		– Sell
-9,921
Closed -$611K – 948
2022
Q4 		$611K Buy
9,921
+1,905
+24% +$118K 0.03% 459
2022
Q3 		$505K Buy
8,016
+684
+9% +$47.1K 0.02% 503
2022
Q2 		$514K Buy
7,332
+2,960
+68% +$213K 0.02% 531
2022
Q1 		$352K Sell
4,372
-14,266
-77% -$1.19M 0.02% 656
2021
Q4 		$1.67M Buy
+18,638
New +$1.66M 0.07% 278

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

Kingsview Wealth Management's VGLT Position: Q2 2026 in Review

Kingsview Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 341% in Q2 2026, buying an estimated $839K and bringing the position to 19,758 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #726.

Kingsview Wealth Management first reported a position in VGLT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.67M in Q4 2021. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Kingsview Wealth Management held 19,758 shares of Vanguard Long-Term Treasury ETF worth $1.09M as of Q2 2026.
  • Kingsview Wealth Management bought 15,282 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $839K.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 16 quarters since.
  • Kingsview Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.67M in Q4 2021.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.