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

Legacy Wealth Asset 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 		$1.61M Buy
29,110
+1,382
+5% +$75.8K 0.35% 70
2026
Q1 		$1.53M Buy
27,728
+1,676
+6% +$94.1K 0.37% 62
2025
Q4 		$1.45M Buy
26,052
+839
+3% +$47.7K 0.36% 70
2025
Q3 		$1.43M Buy
25,213
+924
+4% +$51.5K 0.35% 74
2025
Q2 		$1.36M Buy
24,289
+5,214
+27% +$289K 0.35% 72
2025
Q1 		$1.1M Buy
19,075
+179
+0.9% +$10.1K 0.3% 88
2024
Q4 		$1.05M Buy
18,896
+430
+2% +$24.9K 0.28% 94
2024
Q3 		$1.14M Sell
18,466
-77
-0.4% -$4.65K 0.3% 90
2024
Q2 		$1.07M Buy
18,543
+1,497
+9% +$85.6K 0.3% 91
2024
Q1 		$1.01M Buy
17,046
+1,132
+7% +$67K 0.28% 98
2023
Q4 		$979K Buy
15,914
+2,010
+14% +$114K 0.32% 92
2023
Q3 		$772K Buy
13,904
+606
+5% +$36.2K 0.28% 108
2023
Q2 		$845K Sell
13,298
-320
-2% -$20.5K 0.3% 92
2023
Q1 		$892K Buy
13,618
+235
+2% +$15.2K 0.32% 91
2022
Q4 		$825K Buy
13,383
+814
+6% +$50.6K 0.31% 105
2022
Q3 		$791K Sell
12,569
-120
-0.9% -$8.27K 0.35% 91
2022
Q2 		$890K Buy
12,689
+38
+0.3% +$2.73K 0.36% 101
2022
Q1 		$1.02M Buy
12,651
+620
+5% +$51.8K 0.36% 94
2021
Q4 		$1.08M Buy
12,031
+2,099
+21% +$187K 0.36% 81
2021
Q3 		$871K Buy
9,932
+970
+11% +$87.4K 0.4% 94
2021
Q2 		$786K Buy
8,962
+805
+10% +$68.4K 0.35% 119
2021
Q1 		$675K Buy
8,157
+741
+10% +$65.4K 0.31% 136
2020
Q4 		$711K Buy
+7,416
New +$718K 0.36% 106

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

Legacy Wealth Asset Management's VGLT Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 5% in Q2 2026, buying an estimated $75.8K and bringing the position to 29,110 shares worth $1.61M. The position accounts for 0.35% of the portfolio, ranked #70.

Legacy Wealth Asset Management first reported a position in VGLT in Q4 2020 and has held it in 23 quarters since. 458 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Legacy Wealth Asset Management held 29,110 shares of Vanguard Long-Term Treasury ETF worth $1.61M as of Q2 2026.
  • Legacy Wealth Asset Management bought 1,382 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $75.8K.
  • Vanguard Long-Term Treasury ETF made up 0.35% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #70 holding.
  • Legacy Wealth Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • 458 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.