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

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

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.