NorthRock Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

NorthRock Partners’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	$13.3M	Buy	239,924 +6,798	+3%	+$382K	0.21%	67
2025 Q4	$13M	Buy	233,126 +9,563	+4%	+$544K	0.22%	66
2025 Q3	$12.7M	Buy	+223,563	New	+$12.5M	0.23%	60
2025 Q2	–	Sell	-472	Closed	-$27.2K	–	933
2025 Q1	$27.2K	Hold	472	–	–	﹤0.01%	721
2024 Q4	$26.1K	Sell	472 -155	-25%	-$8.98K	﹤0.01%	684
2024 Q3	$38.6K	Sell	627 -28	-4%	-$1.69K	﹤0.01%	710
2024 Q2	$37.8K	Buy	655 +194	+42%	+$11.1K	﹤0.01%	685
2024 Q1	$27.3K	Sell	461 -33	-7%	-$1.95K	﹤0.01%	691
2023 Q4	$30.4K	Buy	+494	New	+$27.9K	﹤0.01%	640

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 $299B AUM 28.69% 1-Year Est. Return

NorthRock Partners's VGLT Position: Q1 2026 in Review

NorthRock Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 2.9% in Q1 2026, buying an estimated $382K and bringing the position to 239,924 shares worth $13.3M. The position accounts for 0.21% of the portfolio, ranked #67.

NorthRock Partners first reported a position in VGLT in Q4 2023 and has held it in 9 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

NorthRock Partners held 239,924 shares of Vanguard Long-Term Treasury ETF worth $13.3M as of Q1 2026.
NorthRock Partners bought 6,798 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $382K.
Vanguard Long-Term Treasury ETF made up 0.21% of NorthRock Partners's portfolio in Q1 2026, its #67 holding.
NorthRock Partners first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.