Principal Securities’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Principal Securities’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	$23.2M	Buy	421,251 +25,965	+7%	+$1.42M	0.28%	63
2026 Q1	$21.9M	Buy	395,286 +15,334	+4%	+$861K	0.32%	57
2025 Q4	$21.2M	Buy	379,952 +19,371	+5%	+$1.1M	0.33%	58
2025 Q3	$20.5M	Buy	360,581 +16,937	+5%	+$944K	0.34%	57
2025 Q2	$19.3M	Sell	343,644 -55,719	-14%	-$3.09M	0.36%	51
2025 Q1	$22.1M	Hold	399,363	–	–	0.49%	41
2024 Q4	$22.1M	Buy	399,363 +26,178	+7%	+$1.52M	0.5%	41
2024 Q3	$23M	Buy	373,185 +5,856	+2%	+$354K	0.56%	34
2024 Q2	$21.2M	Buy	367,329 +130,565	+55%	+$7.47M	0.58%	32
2024 Q1	$14M	Buy	236,764 +17,389	+8%	+$1.03M	0.44%	42
2023 Q4	$13.5M	Buy	+219,375	New	+$12.4M	0.5%	37

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

Principal Securities's VGLT Position: Q2 2026 in Review

Principal Securities increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 6.6% in Q2 2026, buying an estimated $1.42M and bringing the position to 421,251 shares worth $23.2M. The position accounts for 0.28% of the portfolio, ranked #63.

Principal Securities first reported a position in VGLT in Q4 2023 and has held it in 11 quarters since. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Principal Securities held 421,251 shares of Vanguard Long-Term Treasury ETF worth $23.2M as of Q2 2026.
Principal Securities bought 25,965 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.42M.
Vanguard Long-Term Treasury ETF made up 0.28% of Principal Securities's portfolio in Q2 2026, its #63 holding.
Principal Securities first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.