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
2026 Q2	$635K	Buy	+11,510	New	+$632K	0.04%	148
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 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

Osborne Partners Capital Management's VGLT Position: Q2 2026 in Review

Osborne Partners Capital Management opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 11,510 shares worth $635K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings. This is a return to the name: Osborne Partners Capital Management previously reported a position in VGLT as recently as Q1 2025.

Osborne Partners Capital Management first reported a position in VGLT in Q2 2022 and has held it in 13 quarters since. The position peaked at $14.5M in Q3 2023. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Osborne Partners Capital Management held 11,510 shares of Vanguard Long-Term Treasury ETF worth $635K as of Q2 2026.
Vanguard Long-Term Treasury ETF was a new Osborne Partners Capital Management position in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.04% of Osborne Partners Capital Management's portfolio in Q2 2026, its #148 holding.
Osborne Partners Capital Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and has held it in 13 quarters since.
Osborne Partners Capital Management's Vanguard Long-Term Treasury ETF position peaked at $14.5M in Q3 2023.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.