Legacy Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Legacy Advisors’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	$208K	Buy	4,146 +107	+3%	+$5.66K	0.02%	300
2026 Q2	$223K	Buy	4,039 +210	+5%	+$11.5K	0.02%	306
2026 Q1	$212K	Buy	3,829 +219	+6%	+$12.3K	0.03%	260
2025 Q4	$201K	Sell	3,610 -4	-0.1%	-$228	0.02%	275
2025 Q3	$205K	Buy	+3,614	New	+$201K	0.03%	239
2025 Q1	$203K	Buy	+3,526	New	+$199K	0.02%	411
2024 Q4	–	Sell	-3,539	Closed	-$218K	–	430
2024 Q3	$218K	Buy	+3,539	New	+$214K	0.02%	353

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

Legacy Advisors's VGLT Position: Q3 2026 in Review

Legacy Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 2.6% in Q3 2026, buying an estimated $5.66K and bringing the position to 4,146 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #300.

Legacy Advisors first reported a position in VGLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $223K in Q2 2026. 124 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Legacy Advisors held 4,146 shares of Vanguard Long-Term Treasury ETF worth $208K as of Q3 2026.
Legacy Advisors bought 107 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $5.66K.
Vanguard Long-Term Treasury ETF made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #300 holding.
Legacy Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Advisors's Vanguard Long-Term Treasury ETF position peaked at $223K in Q2 2026.
124 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.