McAdam LLC
VGLT icon

McAdam LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

McAdam LLC’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
Q3 		$1.53M Buy
30,543
+19,931
+188% +$1.05M 0.06% 132
2026
Q2 		$586K Buy
+10,612
New +$582K 0.02% 251
2023
Q3 		– Sell
-4,301
Closed -$273K – 267
2023
Q2 		$273K Buy
4,301
+5
+0.1% +$321 0.02% 215
2023
Q1 		$281K Buy
+4,296
New +$277K 0.03% 208

Other funds holding VGLT

Rainwater Charitable Foundation
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

McAdam LLC's VGLT Position: Q3 2026 in Review

McAdam LLC increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 188% in Q3 2026, buying an estimated $1.05M and bringing the position to 30,543 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #132.

McAdam LLC first reported a position in VGLT in Q1 2023 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

  • McAdam LLC held 30,543 shares of Vanguard Long-Term Treasury ETF worth $1.53M as of Q3 2026.
  • McAdam LLC bought 19,931 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $1.05M.
  • Vanguard Long-Term Treasury ETF made up 0.06% of McAdam LLC's portfolio in Q3 2026, its #132 holding.
  • McAdam LLC first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.