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McKinley Carter Wealth Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

McKinley Carter Wealth 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 		$216K Buy
+3,914
New +$215K 0.01% 310
2026
Q1 		– Sell
-3,923
Closed -$219K – 328
2025
Q4 		$219K Buy
+3,923
New +$223K 0.01% 306

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

McKinley Carter Wealth Services's VGLT Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 3,914 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in VGLT as recently as Q4 2025.

McKinley Carter Wealth Services first reported a position in VGLT in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • McKinley Carter Wealth Services held 3,914 shares of Vanguard Long-Term Treasury ETF worth $216K as of Q2 2026.
  • Vanguard Long-Term Treasury ETF was a new McKinley Carter Wealth Services position in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #310 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • McKinley Carter Wealth Services's Vanguard Long-Term Treasury ETF position peaked at $219K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.