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 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 $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Obermeyer Wealth Partners's VGLT Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 27% in Q1 2026, buying an estimated $3.88M and bringing the position to 322,604 shares worth $17.9M. The position accounts for 0.82% of the portfolio, ranked #31.

Obermeyer Wealth Partners first reported a position in VGLT in Q1 2020 and has held it in 12 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Obermeyer Wealth Partners held 322,604 shares of Vanguard Long-Term Treasury ETF worth $17.9M as of Q1 2026.
Obermeyer Wealth Partners bought 69,108 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $3.88M.
Vanguard Long-Term Treasury ETF made up 0.82% of Obermeyer Wealth Partners's portfolio in Q1 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 12 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.