Miller Financial Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Miller Financial 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 Q3	$4.15M	Buy	82,865 +22,965	+38%	+$1.21M	3.15%	5
2026 Q2	$3.31M	Buy	59,900 +7,610	+15%	+$418K	2.66%	6
2026 Q1	$2.89M	Buy	52,290 +38,615	+282%	+$2.17M	3.17%	5
2025 Q4	$763K	Buy	13,675 +3,415	+33%	+$194K	0.89%	34
2025 Q3	$583K	Buy	10,260 +2,360	+30%	+$132K	0.67%	42
2025 Q2	$443K	Buy	+7,900	New	+$438K	0.57%	57

Other funds holding VGLT

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Miller Financial Services's VGLT Position: Q3 2026 in Review

Miller Financial Services increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 38% in Q3 2026, buying an estimated $1.21M and bringing the position to 82,865 shares worth $4.15M. The position accounts for 3.15% of the portfolio, ranked #5.

Miller Financial Services first reported a position in VGLT in Q2 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Miller Financial Services held 82,865 shares of Vanguard Long-Term Treasury ETF worth $4.15M as of Q3 2026.
Miller Financial Services bought 22,965 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $1.21M.
Vanguard Long-Term Treasury ETF made up 3.15% of Miller Financial Services's portfolio in Q3 2026, its #5 holding.
Miller Financial Services first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.