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

Newbridge Financial Services Group’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 		– Sell
-750
Closed -$41.5K – 1284
2026
Q1 		$41.5K Buy
+750
New +$42.1K 0.01% 470
2024
Q1 		– Sell
-144
Closed -$8.86K – 1308
2023
Q4 		$8.86K Sell
144
-80
-36% -$4.52K ﹤0.01% 761
2023
Q3 		$12.5K Sell
224
-358
-62% -$21.4K 0.01% 763
2023
Q2 		$36.9K Sell
582
-221
-28% -$14.2K 0.02% 527
2023
Q1 		$52.6K Sell
803
-74
-8% -$4.77K 0.03% 453
2022
Q4 		$54.1K Buy
877
+227
+35% +$14.1K 0.03% 443
2022
Q3 		$41K Buy
650
+3
+0.5% +$207 0.02% 507
2022
Q2 		$45K Sell
647
-225
-26% -$16.2K 0.03% 428
2022
Q1 		$70K Sell
872
-165
-16% -$13.8K 0.03% 390
2021
Q4 		$93K Buy
1,037
+4
+0.4% +$356 0.04% 330
2021
Q3 		$91K Buy
1,033
+277
+37% +$25K 0.06% 285
2021
Q2 		$66K Sell
756
-426
-36% -$36.2K 0.04% 359
2021
Q1 		$98K Buy
1,182
+2
+0.2% +$177 0.07% 258
2020
Q4 		$113K Sell
1,180
-2
-0.2% -$194 0.09% 207
2020
Q3 		$118K Buy
+1,182
New +$120K 0.12% 178

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

Newbridge Financial Services Group's VGLT Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 750 shares — an estimated $41.5K sold.

Newbridge Financial Services Group first reported a position in VGLT in Q3 2020 and held it in 15 quarters. The position peaked at $118K in Q3 2020. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 750 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $41.5K.
  • Newbridge Financial Services Group first reported a position in Vanguard Long-Term Treasury ETF in Q3 2020 and held it in 15 quarters.
  • Newbridge Financial Services Group's Vanguard Long-Term Treasury ETF position peaked at $118K in Q3 2020.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.