Lloyd Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Lloyd Advisory Services’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	$94.1K	Sell	1,706 -1,141	-40%	-$62.6K	0.04%	185
2026 Q1	$158K	Buy	2,847 +2,644	+1,302%	+$148K	0.05%	168
2025 Q4	$11.3K	Buy	+203	New	+$11.6K	﹤0.01%	383
2022 Q4	$1.02M	Buy	+16,639	New	+$1.03M	0.71%	30
2022 Q3	–	Sell	-17,503	Closed	-$1.23M	–	74
2022 Q2	$1.23M	Buy	17,503 +15,925	+1,009%	+$1.14M	0.96%	21
2022 Q1	$127K	Sell	1,578 -13	-0.8%	-$1.09K	0.06%	136
2021 Q4	$142K	Buy	1,591 +16	+1%	+$1.43K	0.07%	115
2021 Q3	$138K	Sell	1,575 -15	-0.9%	-$1.35K	0.07%	109
2021 Q2	$139K	Buy	1,590 +199	+14%	+$16.9K	0.07%	97
2021 Q1	$115K	Buy	1,391 +114	+9%	+$10.1K	0.06%	93
2020 Q4	$122K	Sell	1,277 -7	-0.5%	-$678	0.07%	71
2020 Q3	$128K	Sell	1,284 -30	-2%	-$3.04K	0.08%	69
2020 Q2	$132K	Sell	1,314 -148	-10%	-$14.9K	0.08%	71
2020 Q1	$148K	Buy	1,462 +142	+11%	+$13K	0.11%	62
2019 Q4	$110K	Buy	+1,320	New	+$113K	0.1%	91

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Lloyd Advisory Services's VGLT Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 40% in Q2 2026, selling an estimated $62.6K and leaving 1,706 shares worth $94.1K. The position accounts for 0.04% of the portfolio, ranked #185.

Lloyd Advisory Services first reported a position in VGLT in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.23M in Q2 2022. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Lloyd Advisory Services held 1,706 shares of Vanguard Long-Term Treasury ETF worth $94.1K as of Q2 2026.
Lloyd Advisory Services sold 1,141 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $62.6K.
Vanguard Long-Term Treasury ETF made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #185 holding.
Lloyd Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q4 2019 and has held it in 15 quarters since.
Lloyd Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $1.23M in Q2 2022.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.