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Professional Financial Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Professional Financial 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 		$16.2M Buy
293,907
+50,097
+21% +$2.75M 16.45% 1
2026
Q1 		$13.5M Buy
243,810
+69,193
+40% +$3.88M 14.05% 1
2025
Q4 		$9.74M Buy
+174,617
New +$9.94M 11.05% 2

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Professional Financial Management's VGLT Position: Q2 2026 in Review

Professional Financial Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 21% in Q2 2026, buying an estimated $2.75M and bringing the position to 293,907 shares worth $16.2M. The position accounts for 16.45% of the portfolio, ranked #1.

Professional Financial Management first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Professional Financial Management held 293,907 shares of Vanguard Long-Term Treasury ETF worth $16.2M as of Q2 2026.
  • Professional Financial Management bought 50,097 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $2.75M.
  • Vanguard Long-Term Treasury ETF made up 16.45% of Professional Financial Management's portfolio in Q2 2026, its #1 holding.
  • Professional Financial Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Professional Financial Management's 13F filing for Q2 2026, filed 15 Jul 2026.