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Larson Financial Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Larson Financial Group’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 		$19.6K Hold
355
– – ﹤0.01% 2023
2026
Q1 		$19.7K Sell
355
-44
-11% -$2.47K ﹤0.01% 1858
2025
Q4 		$22.3K Buy
399
+23
+6% +$1.31K ﹤0.01% 1654
2025
Q3 		$21.4K Sell
376
-129
-26% -$7.19K ﹤0.01% 1612
2025
Q2 		$28.3K Buy
505
+129
+34% +$7.15K ﹤0.01% 1324
2025
Q1 		$21.7K Sell
376
-565
-60% -$31.8K ﹤0.01% 1332
2024
Q4 		$52.1K Buy
941
+659
+234% +$38.2K ﹤0.01% 887
2024
Q3 		$17.4K Hold
282
– – ﹤0.01% 1272
2024
Q2 		$16.3K Buy
282
+261
+1,243% +$14.9K ﹤0.01% 1117
2024
Q1 		$1.24K Hold
21
– – ﹤0.01% 1425
2023
Q4 		$1.29K Buy
+21
New +$1.19K ﹤0.01% 1427

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

Larson Financial Group's VGLT Position: Q2 2026 in Review

Larson Financial Group held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 355 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Larson Financial Group first reported a position in VGLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.1K in Q4 2024. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Larson Financial Group held 355 shares of Vanguard Long-Term Treasury ETF worth $19.6K as of Q2 2026.
  • Larson Financial Group left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2023 holding.
  • Larson Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Vanguard Long-Term Treasury ETF position peaked at $52.1K in Q4 2024.
  • 460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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