Morningstar Investment Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Morningstar Investment Management’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	$10.6M	Hold	191,300	–	–	0.65%	27
2026 Q1	$10.6M	Buy	191,300 +10,063	+6%	+$565K	0.66%	27
2025 Q4	$10.1M	Sell	181,237 -10,278	-5%	-$585K	0.6%	28
2025 Q3	$10.9M	Buy	191,515 +4,304	+2%	+$240K	0.4%	50
2025 Q2	$10.5M	Buy	187,211 +39,881	+27%	+$2.21M	0.92%	19
2025 Q1	$8.49M	Sell	147,330 -1,417	-1%	-$79.8K	0.72%	19
2024 Q4	$8.23M	Buy	148,747 +18,985	+15%	+$1.1M	0.65%	22
2024 Q3	$7.65M	Sell	129,762 -1,211	-0.9%	-$73.2K	0.76%	20
2024 Q2	$7.55M	Buy	130,973 +40,890	+45%	+$2.34M	0.79%	19
2024 Q1	$5.34M	Hold	90,083	–	–	0.58%	22
2023 Q4	$5.54M	Sell	90,083 -12,980	-13%	-$733K	0.64%	21
2023 Q3	$5.72M	Sell	103,063 -248,448	-71%	-$14.8M	0.78%	19
2023 Q2	$22.3M	Sell	351,511 -350,934	-50%	-$22.5M	2.96%	10
2023 Q1	$46M	Buy	702,445 +106,023	+18%	+$6.84M	6.77%	5
2022 Q4	$36.8M	Buy	596,422 +9,426	+2%	+$586K	6.21%	4
2022 Q3	$36.9M	Sell	586,996 -1,853	-0.3%	-$128K	7%	4
2022 Q2	$41.3M	Buy	588,849 +156,921	+36%	+$11.3M	7.85%	4
2022 Q1	$34.7M	Sell	431,928 -70,409	-14%	-$5.89M	6.51%	4
2021 Q4	$44.9M	Sell	502,337 -66,267	-12%	-$5.91M	6.81%	4
2021 Q3	$49.9M	Sell	568,604 -40,782	-7%	-$3.67M	8.32%	3
2021 Q2	$53.4M	Buy	609,386 +16,325	+3%	+$1.39M	5.99%	4
2021 Q1	$49.1M	Buy	593,061 +135,941	+30%	+$12M	4.93%	7
2020 Q4	$43.8M	Buy	457,120 +189,914	+71%	+$18.4M	4.92%	6
2020 Q3	$26.6M	Buy	267,206 +29,728	+13%	+$3.01M	3.31%	11
2020 Q2	$23.8M	Buy	237,478 +55,213	+30%	+$5.55M	3.28%	13
2020 Q1	$18.4M	Sell	182,265 -266,381	-59%	-$24.3M	3.38%	12
2019 Q4	$37.4M	Buy	448,646 +167,920	+60%	+$14.3M	6.86%	7
2019 Q3	$24.6M	Buy	280,726 +25,495	+10%	+$2.17M	6.91%	6
2019 Q2	$20.8M	Buy	+255,231	New	+$19.9M	6.42%	5

Other funds holding VGLT

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Morningstar Investment Management's VGLT Position: Q2 2026 in Review

Morningstar Investment Management held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 191,300 shares worth $10.6M. The position accounts for 0.65% of the portfolio, ranked #27.

Morningstar Investment Management first reported a position in VGLT in Q2 2019 and has held it in 29 quarters since. The position peaked at $53.4M in Q2 2021. 172 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Morningstar Investment Management held 191,300 shares of Vanguard Long-Term Treasury ETF worth $10.6M as of Q2 2026.
Morningstar Investment Management left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.65% of Morningstar Investment Management's portfolio in Q2 2026, its #27 holding.
Morningstar Investment Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2019 and has held it in 29 quarters since.
Morningstar Investment Management's Vanguard Long-Term Treasury ETF position peaked at $53.4M in Q2 2021.
172 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.