L.J. Altfest & Co’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

L.J. Altfest & Co’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	$590K	Sell	10,692 -2,260	-17%	-$124K	0.06%	202
2026 Q1	$717K	Sell	12,952 -3,993	-24%	-$224K	0.08%	180
2025 Q4	$946K	Sell	16,945 -2,118	-11%	-$121K	0.1%	138
2025 Q3	$1.08M	Buy	19,063 +14	+0.1%	+$780	0.12%	119
2025 Q2	$1.07M	Sell	19,049 -6,852	-26%	-$380K	0.13%	119
2025 Q1	$1.49M	Sell	25,901 -261,005	-91%	-$14.7M	0.19%	88
2024 Q4	$15.9M	Buy	+286,906	New	+$16.6M	2.03%	16
2022 Q4	–	Sell	-7,663	Closed	-$482K	–	279
2022 Q3	$482K	Buy	+7,663	New	+$528K	0.09%	144

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

L.J. Altfest & Co's VGLT Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 17% in Q2 2026, selling an estimated $124K and leaving 10,692 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #202.

L.J. Altfest & Co first reported a position in VGLT in Q3 2022 and has held it in 8 quarters since. The position peaked at $15.9M in Q4 2024. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

L.J. Altfest & Co held 10,692 shares of Vanguard Long-Term Treasury ETF worth $590K as of Q2 2026.
L.J. Altfest & Co sold 2,260 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $124K.
Vanguard Long-Term Treasury ETF made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #202 holding.
L.J. Altfest & Co first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and has held it in 8 quarters since.
L.J. Altfest & Co's Vanguard Long-Term Treasury ETF position peaked at $15.9M in Q4 2024.
460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.