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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 $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

O'Brien Wealth Partners's VGLT Position: Q4 2025 in Review

O'Brien Wealth Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 17% in Q4 2025, buying an estimated $1.55M and bringing the position to 191,387 shares worth $10.7M. The position accounts for 1.41% of the portfolio, ranked #19.

O'Brien Wealth Partners first reported a position in VGLT in Q4 2023 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

  • O'Brien Wealth Partners held 191,387 shares of Vanguard Long-Term Treasury ETF worth $10.7M as of Q4 2025.
  • O'Brien Wealth Partners bought 27,303 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $1.55M.
  • Vanguard Long-Term Treasury ETF made up 1.41% of O'Brien Wealth Partners's portfolio in Q4 2025, its #19 holding.
  • O'Brien Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
  • 442 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.