Lord & Richards Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Lord & Richards 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	$1.26M	Buy	22,787 +1,383	+6%	+$75.9K	0.98%	28
2026 Q1	$1.18M	Buy	21,404 +35	+0.2%	+$1.97K	1.04%	26
2025 Q4	$1.19M	Buy	21,369 +1,032	+5%	+$58.7K	1.02%	28
2025 Q3	$1.16M	Buy	20,337 +997	+5%	+$55.6K	1.06%	32
2025 Q2	$1.09M	Buy	19,340 +2,411	+14%	+$134K	1.13%	29
2025 Q1	$975K	Buy	16,929 +10,312	+156%	+$581K	1.11%	32
2024 Q4	$366K	Buy	+6,617	New	+$384K	0.77%	50

Other funds holding VGLT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lord & Richards Wealth Management's VGLT Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 6.5% in Q2 2026, buying an estimated $75.9K and bringing the position to 22,787 shares worth $1.26M. The position accounts for 0.98% of the portfolio, ranked #28.

Lord & Richards Wealth Management first reported a position in VGLT in Q4 2024 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Lord & Richards Wealth Management held 22,787 shares of Vanguard Long-Term Treasury ETF worth $1.26M as of Q2 2026.
Lord & Richards Wealth Management bought 1,383 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $75.9K.
Vanguard Long-Term Treasury ETF made up 0.98% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #28 holding.
Lord & Richards Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.