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Oak Harbor Wealth Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Oak Harbor Wealth 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
Q2 		$398K Buy
7,212
+1,572
+28% +$86.3K 0.15% 112
2026
Q1 		$312K Buy
5,640
+3,374
+149% +$189K 0.07% 167
2025
Q4 		$126K Buy
+2,266
New +$129K 0.03% 202

Other funds holding VGLT

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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

Oak Harbor Wealth Partners's VGLT Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 28% in Q2 2026, buying an estimated $86.3K and bringing the position to 7,212 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #112.

Oak Harbor Wealth Partners first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Oak Harbor Wealth Partners held 7,212 shares of Vanguard Long-Term Treasury ETF worth $398K as of Q2 2026.
  • Oak Harbor Wealth Partners bought 1,572 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $86.3K.
  • Vanguard Long-Term Treasury ETF made up 0.15% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.