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

Obermeyer 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 Q3	$18.7M	Buy	372,331 +16,301	+5%	+$862K	0.74%	31
2026 Q2	$19.6M	Buy	356,030 +33,426	+10%	+$1.83M	0.8%	30
2026 Q1	$17.9M	Buy	322,604 +69,108	+27%	+$3.88M	0.82%	31
2025 Q4	$14.1M	Buy	253,496 +32,624	+15%	+$1.86M	0.65%	40
2025 Q3	$12.6M	Buy	+220,872	New	+$12.3M	0.59%	40
2022 Q2	–	Sell	-3,000	Closed	-$241K	–	238
2022 Q1	$241K	Hold	3,000	–	–	0.01%	199
2021 Q4	$268K	Hold	3,000	–	–	0.01%	187
2021 Q3	$263K	Hold	3,000	–	–	0.01%	179
2021 Q2	$263K	Hold	3,000	–	–	0.01%	183
2021 Q1	$248K	Hold	3,000	–	–	0.02%	179
2020 Q4	$288K	Hold	3,000	–	–	0.02%	122
2020 Q3	$299K	Hold	3,000	–	–	0.02%	113
2020 Q2	$300K	Hold	3,000	–	–	0.03%	106
2020 Q1	$303K	Buy	+3,000	New	+$274K	0.03%	90

Other funds holding VGLT

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Obermeyer Wealth Partners's VGLT Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 4.6% in Q3 2026, buying an estimated $862K and bringing the position to 372,331 shares worth $18.7M. The position accounts for 0.74% of the portfolio, ranked #31.

Obermeyer Wealth Partners first reported a position in VGLT in Q1 2020 and has held it in 14 quarters since. The position peaked at $19.6M in Q2 2026. 124 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Obermeyer Wealth Partners held 372,331 shares of Vanguard Long-Term Treasury ETF worth $18.7M as of Q3 2026.
Obermeyer Wealth Partners bought 16,301 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $862K.
Vanguard Long-Term Treasury ETF made up 0.74% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #31 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q1 2020 and has held it in 14 quarters since.
Obermeyer Wealth Partners's Vanguard Long-Term Treasury ETF position peaked at $19.6M in Q2 2026.
124 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.