Laurel Oak Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Laurel Oak 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	$2.11M	Sell	38,196 -10,549	-22%	-$579K	0.31%	63
2026 Q1	$2.7M	Sell	48,745 -24,749	-34%	-$1.39M	0.45%	46
2025 Q4	$4.1M	Buy	+73,494	New	+$4.18M	0.69%	33

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

Laurel Oak Wealth Management's VGLT Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 22% in Q2 2026, selling an estimated $579K and leaving 38,196 shares worth $2.11M. The position accounts for 0.31% of the portfolio, ranked #63.

Laurel Oak Wealth Management first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.1M in Q4 2025. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Laurel Oak Wealth Management held 38,196 shares of Vanguard Long-Term Treasury ETF worth $2.11M as of Q2 2026.
Laurel Oak Wealth Management sold 10,549 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $579K.
Vanguard Long-Term Treasury ETF made up 0.31% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #63 holding.
Laurel Oak Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $4.1M in Q4 2025.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.