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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Obermeyer Wealth Partners's VGLT Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 10% in Q2 2026, buying an estimated $1.83M and bringing the position to 356,030 shares worth $19.6M. The position accounts for 0.8% of the portfolio, ranked #30.

Obermeyer Wealth Partners first reported a position in VGLT in Q1 2020 and has held it in 13 quarters since. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Obermeyer Wealth Partners held 356,030 shares of Vanguard Long-Term Treasury ETF worth $19.6M as of Q2 2026.
Obermeyer Wealth Partners bought 33,426 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.83M.
Vanguard Long-Term Treasury ETF made up 0.8% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #30 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q1 2020 and has held it in 13 quarters since.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.