LWM
VGLT icon

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

Liberty 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 		$4.63M Hold
83,549
– – 0.58% 47
2026
Q1 		$4.63M Buy
83,549
+1,499
+2% +$84.1K 0.58% 47
2025
Q4 		$4.58M Buy
82,050
+3,959
+5% +$225K 0.59% 47
2025
Q3 		$4.44M Sell
78,091
-445
-0.6% -$24.8K 0.63% 41
2025
Q2 		$4.41M Buy
78,536
+2,354
+3% +$130K 0.69% 39
2025
Q1 		$4.39M Buy
76,182
+2,165
+3% +$122K 0.84% 35
2024
Q4 		$4.1M Buy
74,017
+7,186
+11% +$416K 0.68% 36
2024
Q3 		$4.11M Sell
66,831
-2,639
-4% -$159K 0.7% 38
2024
Q2 		$3.52M Buy
69,470
+12,828
+23% +$734K 0.64% 38
2024
Q1 		$3.3M Buy
56,642
+56,360
+19,986% +$3.33M 0.64% 37
2023
Q4 		$2.5M Sell
282
-15,276
-98% -$863K 0.54% 41
2023
Q3 		$864K Buy
15,558
+506
+3% +$30.2K 0.22% 62
2023
Q2 		$977K Sell
15,052
-215
-1% -$13.8K 0.24% 53
2023
Q1 		$1M Buy
+15,267
New +$985K 0.21% 70

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

Liberty Wealth Management's VGLT Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 83,549 shares worth $4.63M. The position accounts for 0.58% of the portfolio, ranked #47.

Liberty Wealth Management first reported a position in VGLT in Q1 2023 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Liberty Wealth Management held 83,549 shares of Vanguard Long-Term Treasury ETF worth $4.63M as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up 0.58% of Liberty Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Liberty Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • 458 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.