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

Montgomery 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 Q2	$13.1K	Buy	+237	New	+$13K	0.01%	154

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Montgomery Financial Services's VGLT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 237 shares worth $13.1K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings.

440 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Montgomery Financial Services held 237 shares of Vanguard Long-Term Treasury ETF worth $13.1K as of Q2 2026.
Vanguard Long-Term Treasury ETF was a new Montgomery Financial Services position in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #154 holding.
440 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.