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Orcam Financial Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Orcam Financial Group’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 		$790K Sell
14,263
-6,233
-30% -$350K 0.56% 24
2025
Q4 		$1.14M Buy
20,496
+137
+0.7% +$7.8K 0.86% 21
2025
Q3 		$1.16M Buy
20,359
+103
+0.5% +$5.74K 0.93% 19
2025
Q2 		$1.14M Buy
20,256
+99
+0.5% +$5.49K 0.99% 19
2025
Q1 		$1.16M Buy
20,157
+62
+0.3% +$3.49K 1.09% 18
2024
Q4 		$1.11M Buy
20,095
+722
+4% +$41.8K 1.08% 19
2024
Q3 		$1.19M Buy
19,373
+88
+0.5% +$5.32K 1.16% 16
2024
Q2 		$1.11M Buy
19,285
+89
+0.5% +$5.09K 1.19% 17
2024
Q1 		$1.14M Buy
19,196
+53
+0.3% +$3.13K 1.25% 19
2023
Q4 		$1.18M Buy
19,143
+107
+0.6% +$6.05K 1.44% 15
2023
Q3 		$1.06M Buy
19,036
+72
+0.4% +$4.3K 1.42% 16
2023
Q2 		$1.21M Sell
18,964
-2,935
-13% -$188K 1.66% 12
2023
Q1 		$1.44M Buy
21,899
+2,528
+13% +$163K 1.99% 10
2022
Q4 		$1.19M Buy
19,371
+58
+0.3% +$3.6K 1.83% 12
2022
Q3 		$1.22M Buy
19,313
+2,737
+17% +$189K 2.06% 11
2022
Q2 		$1.16M Buy
16,576
+4,296
+35% +$309K 1.86% 13
2022
Q1 		$987K Buy
12,280
+4,625
+60% +$387K 1.41% 13
2021
Q4 		$685K Buy
+7,655
New +$682K 0.94% 17

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Orcam Financial Group's VGLT Position: Q1 2026 in Review

Orcam Financial Group reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 30% in Q1 2026, selling an estimated $350K and leaving 14,263 shares worth $790K. The position accounts for 0.56% of the portfolio, ranked #24.

Orcam Financial Group first reported a position in VGLT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2023. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Orcam Financial Group held 14,263 shares of Vanguard Long-Term Treasury ETF worth $790K as of Q1 2026.
  • Orcam Financial Group sold 6,233 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $350K.
  • Vanguard Long-Term Treasury ETF made up 0.56% of Orcam Financial Group's portfolio in Q1 2026, its #24 holding.
  • Orcam Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • Orcam Financial Group's Vanguard Long-Term Treasury ETF position peaked at $1.44M in Q1 2023.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.