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 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Miller Financial Services's VGLT Position: Q1 2026 in Review

Miller Financial Services increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 282% in Q1 2026, buying an estimated $2.17M and bringing the position to 52,290 shares worth $2.89M. The position accounts for 3.17% of the portfolio, ranked #5.

Miller Financial Services first reported a position in VGLT in Q2 2025 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Miller Financial Services held 52,290 shares of Vanguard Long-Term Treasury ETF worth $2.89M as of Q1 2026.
Miller Financial Services bought 38,615 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $2.17M.
Vanguard Long-Term Treasury ETF made up 3.17% of Miller Financial Services's portfolio in Q1 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 4 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.