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

LeConte 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 Q3	$2.82M	Sell	56,325 -17,777	-24%	-$940K	1.51%	16
2026 Q2	$4.09M	Buy	74,102 +701	+1%	+$38.5K	2.23%	10
2026 Q1	$4.06M	Buy	73,401 +3,804	+5%	+$214K	2.63%	10
2025 Q4	$3.88M	Sell	69,597 -4,464	-6%	-$254K	2.54%	11
2025 Q3	$4.21M	Buy	74,061 +62,956	+567%	+$3.51M	2.81%	10
2025 Q2	$623K	Sell	11,105 -4,391	-28%	-$243K	0.42%	33
2025 Q1	$893K	Buy	+15,496	New	+$873K	0.57%	20

Other funds holding VGLT

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

LeConte Wealth Management's VGLT Position: Q3 2026 in Review

LeConte Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 24% in Q3 2026, selling an estimated $940K and leaving 56,325 shares worth $2.82M. The position accounts for 1.51% of the portfolio, ranked #16.

LeConte Wealth Management first reported a position in VGLT in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.21M in Q3 2025. 137 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

LeConte Wealth Management held 56,325 shares of Vanguard Long-Term Treasury ETF worth $2.82M as of Q3 2026.
LeConte Wealth Management sold 17,777 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $940K.
Vanguard Long-Term Treasury ETF made up 1.51% of LeConte Wealth Management's portfolio in Q3 2026, its #16 holding.
LeConte Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
LeConte Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $4.21M in Q3 2025.
137 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.