Oak Hill Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Oak Hill Wealth Advisors’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
2025 Q3	$3.51M	Buy	61,783 +3,713	+6%	+$207K	0.66%	28
2025 Q2	$3.18M	Buy	58,070 +2,190	+4%	+$121K	0.66%	27
2025 Q1	$3.22M	Buy	55,880 +3,391	+6%	+$191K	0.75%	28
2024 Q4	$2.91M	Buy	+52,489	New	+$3.04M	0.69%	27
2024 Q3	–	Sell	-8,490	Closed	-$513K	–	209
2024 Q2	$490K	Buy	+8,490	New	+$486K	0.15%	66

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Oak Hill Wealth Advisors's VGLT Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 6.4% in Q3 2025, buying an estimated $207K and bringing the position to 61,783 shares worth $3.51M. The position accounts for 0.66% of the portfolio, ranked #28.

Oak Hill Wealth Advisors first reported a position in VGLT in Q2 2024 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold VGLT as of Q3 2025.

Oak Hill Wealth Advisors held 61,783 shares of Vanguard Long-Term Treasury ETF worth $3.51M as of Q3 2025.
Oak Hill Wealth Advisors bought 3,713 Vanguard Long-Term Treasury ETF shares in Q3 2025, an estimated $207K.
Vanguard Long-Term Treasury ETF made up 0.66% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #28 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2024 and has held it in 5 quarters since.
394 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.