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LifeWealth Investments’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

LifeWealth Investments’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 		$447K Buy
8,101
+944
+13% +$51.8K 0.12% 88
2026
Q1 		$396K Buy
7,157
+148
+2% +$8.31K 0.12% 91
2025
Q4 		$391K Sell
7,009
-154
-2% -$8.76K 0.12% 102
2025
Q3 		$407K Buy
7,163
+152
+2% +$8.47K 0.13% 95
2025
Q2 		$393K Sell
7,011
-12,334
-64% -$684K 0.14% 98
2025
Q1 		$1.11M Buy
19,345
+7,576
+64% +$427K 0.54% 48
2024
Q4 		$651K Buy
+11,769
New +$682K 0.43% 60

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 22.9% 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

LifeWealth Investments's VGLT Position: Q2 2026 in Review

LifeWealth Investments increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 13% in Q2 2026, buying an estimated $51.8K and bringing the position to 8,101 shares worth $447K. The position accounts for 0.12% of the portfolio, ranked #88.

LifeWealth Investments first reported a position in VGLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2025. 461 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • LifeWealth Investments held 8,101 shares of Vanguard Long-Term Treasury ETF worth $447K as of Q2 2026.
  • LifeWealth Investments bought 944 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $51.8K.
  • Vanguard Long-Term Treasury ETF made up 0.12% of LifeWealth Investments's portfolio in Q2 2026, its #88 holding.
  • LifeWealth Investments first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's Vanguard Long-Term Treasury ETF position peaked at $1.11M in Q1 2025.
  • 461 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.