ORG Wealth Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

ORG 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	$57.2K	Hold	1,037	–	–	0.01%	334
2026 Q1	$57.4K	Hold	1,037	–	–	0.01%	320
2025 Q4	$57.9K	Hold	1,037	–	–	0.01%	309
2025 Q3	$59K	Hold	1,037	–	–	0.01%	314
2025 Q2	$58.1K	Sell	1,037 -188	-15%	-$10.4K	0.01%	317
2025 Q1	$70.9K	Hold	1,225	–	–	0.02%	322
2024 Q4	$67.8K	Sell	1,225 -850	-41%	-$49.3K	0.02%	229
2024 Q3	$128K	Buy	+2,075	New	+$125K	0.04%	160

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

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

ORG Wealth Partners held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 1,037 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #334.

ORG Wealth Partners first reported a position in VGLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $128K in Q3 2024. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

ORG Wealth Partners held 1,037 shares of Vanguard Long-Term Treasury ETF worth $57.2K as of Q2 2026.
ORG Wealth Partners left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #334 holding.
ORG Wealth Partners first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Vanguard Long-Term Treasury ETF position peaked at $128K in Q3 2024.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.