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Osborne Partners Capital Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Osborne Partners Capital Management’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
Q2 		– Sell
-5,690
Closed -$328K – 220
2025
Q1 		$328K Buy
5,690
+805
+16% +$45.3K 0.02% 177
2024
Q4 		$270K Sell
4,885
-379
-7% -$22K 0.02% 198
2024
Q3 		$324K Sell
5,264
-105
-2% -$6.34K 0.02% 187
2024
Q2 		$310K Sell
5,369
-525
-9% -$30K 0.02% 181
2024
Q1 		$349K Sell
5,894
-10,729
-65% -$635K 0.02% 167
2023
Q4 		$1.02M Sell
16,623
-245,208
-94% -$13.9M 0.07% 137
2023
Q3 		$14.5M Buy
261,831
+127,442
+95% +$7.61M 1.08% 26
2023
Q2 		$8.54M Buy
134,389
+4,908
+4% +$315K 0.62% 58
2023
Q1 		$8.48M Buy
129,481
+8,042
+7% +$519K 0.62% 60
2022
Q4 		$7.48M Sell
121,439
-2,976
-2% -$185K 0.59% 62
2022
Q3 		$7.83M Buy
124,415
+4,570
+4% +$315K 0.66% 55
2022
Q2 		$8.41M Buy
+119,845
New +$8.61M 0.64% 54

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $67.7B AUM 51.91% 1-Year Est. Return

Osborne Partners Capital Management's VGLT Position: Q2 2025 in Review

Osborne Partners Capital Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025, closing a stake of 5,690 shares — an estimated $328K sold.

Osborne Partners Capital Management first reported a position in VGLT in Q2 2022 and held it in 12 quarters. The position peaked at $14.5M in Q3 2023. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Osborne Partners Capital Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Osborne Partners Capital Management sold 5,690 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $328K.
  • Osborne Partners Capital Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and held it in 12 quarters.
  • Osborne Partners Capital Management's Vanguard Long-Term Treasury ETF position peaked at $14.5M in Q3 2023.
  • 400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Osborne Partners Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.