Patriot Financial Group Insurance Agency’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-13,392	Closed	-$741K	–	686
2026 Q1	$741K	Buy	13,392 +6,557	+96%	+$368K	0.04%	363
2025 Q4	$381K	Sell	6,835 -350	-5%	-$19.9K	0.05%	339
2025 Q3	$409K	Sell	7,185 -171	-2%	-$9.53K	0.05%	324
2025 Q2	$413K	Buy	+7,356	New	+$408K	0.05%	345
2022 Q3	–	Sell	-2	Closed	–	–	1883
2022 Q2	$0	Buy	+2	New	+$144	﹤0.01%	2182

Other funds holding VGLT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VGLT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 13,392 shares — an estimated $741K sold.

Patriot Financial Group Insurance Agency first reported a position in VGLT in Q2 2022 and held it in 5 quarters. The position peaked at $741K in Q1 2026. 264 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 13,392 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $741K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Vanguard Long-Term Treasury ETF position peaked at $741K in Q1 2026.
264 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.