MWM
VGLT icon

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

Marion 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 		$1.68M Buy
30,475
+1,115
+4% +$61.2K 0.34% 68
2026
Q1 		$1.63M Buy
29,360
+2,365
+9% +$133K 0.36% 67
2025
Q4 		$1.51M Buy
26,995
+905
+3% +$51.5K 0.34% 66
2025
Q3 		$1.48M Buy
26,090
+378
+1% +$21.1K 0.35% 66
2025
Q2 		$1.44M Buy
25,712
+383
+2% +$21.2K 0.36% 64
2025
Q1 		$1.46M Buy
25,329
+2,221
+10% +$125K 0.39% 63
2024
Q4 		$1.28M Buy
23,108
+657
+3% +$38.1K 0.34% 65
2024
Q3 		$1.38M Buy
22,451
+1,021
+5% +$61.7K 0.37% 65
2024
Q2 		$1.24M Buy
21,430
+583
+3% +$33.4K 0.36% 63
2024
Q1 		$1.23M Buy
20,847
+300
+1% +$17.7K 0.37% 61
2023
Q4 		$1.26M Buy
+20,547
New +$1.16M 0.4% 59

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

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

Marion Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 3.8% in Q2 2026, buying an estimated $61.2K and bringing the position to 30,475 shares worth $1.68M. The position accounts for 0.34% of the portfolio, ranked #68.

Marion Wealth Management first reported a position in VGLT in Q4 2023 and has held it in 11 quarters since. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Marion Wealth Management held 30,475 shares of Vanguard Long-Term Treasury ETF worth $1.68M as of Q2 2026.
  • Marion Wealth Management bought 1,115 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $61.2K.
  • Vanguard Long-Term Treasury ETF made up 0.34% of Marion Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Marion Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.