OBWP
VGLT icon

O'Brien Wealth Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

O'Brien 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
2025
Q4 		$10.7M Buy
191,387
+27,303
+17% +$1.55M 1.41% 19
2025
Q3 		$9.33M Buy
164,084
+1,670
+1% +$93.1K 1.26% 20
2025
Q2 		$9.11M Buy
162,414
+3,830
+2% +$212K 1.43% 19
2025
Q1 		$9.14M Sell
158,584
-3,778
-2% -$213K 1.7% 17
2024
Q4 		$8.99M Buy
162,362
+9,460
+6% +$548K 1.62% 18
2024
Q3 		$9.41M Buy
152,902
+701
+0.5% +$42.4K 1.85% 16
2024
Q2 		$8.78M Buy
152,201
+3,471
+2% +$199K 1.97% 15
2024
Q1 		$8.81M Buy
148,730
+6,710
+5% +$397K 2.04% 14
2023
Q4 		$8.74M Buy
+142,020
New +$8.02M 2.28% 12

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $299B AUM 28.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return