MA
VGLT icon

Montag & Associates’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Montag & Associates’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 		$130K Hold
2,350
– – 0.01% 479
2026
Q1 		$130K Buy
+2,350
New +$132K 0.01% 475

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

Montag & Associates's VGLT Position: Q2 2026 in Review

Montag & Associates held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 2,350 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #479.

Montag & Associates first reported a position in VGLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $130K in Q1 2026. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Montag & Associates held 2,350 shares of Vanguard Long-Term Treasury ETF worth $130K as of Q2 2026.
  • Montag & Associates left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #479 holding.
  • Montag & Associates first reported a position in Vanguard Long-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Montag & Associates's Vanguard Long-Term Treasury ETF position peaked at $130K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.