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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
Q1 		$312K Buy
5,640
+3,374
+149% +$189K 0.07% 167
2025
Q4 		$126K Buy
+2,266
New +$129K 0.03% 202

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VOYA Investment Management
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NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Oak Harbor Wealth Partners's VGLT Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 149% in Q1 2026, buying an estimated $189K and bringing the position to 5,640 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #167.

Oak Harbor Wealth Partners first reported a position in VGLT in Q4 2025 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Oak Harbor Wealth Partners held 5,640 shares of Vanguard Long-Term Treasury ETF worth $312K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 3,374 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $189K.
  • Vanguard Long-Term Treasury ETF made up 0.07% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #167 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.