OHWA
VGLT icon

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
2024
Q4 		– Sell
-49,381
Closed -$3.04M – 227
2024
Q3 		$3.04M Buy
+49,381
New +$2.98M 0.75% 26

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CA
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.