Retirement Financial Solutions’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Retirement Financial Solutions’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 Q1	$17.6M	Buy	318,408 +2,967	+0.9%	+$167K	5.04%	5
2025 Q4	$17.6M	Buy	315,441 +82,116	+35%	+$4.67M	5.15%	6
2025 Q3	$13.3M	Buy	+233,325	New	+$13M	4.15%	11
2023 Q1	–	Sell	-28	Closed	-$1.73K	–	245
2022 Q4	$1.73K	Buy	+28	New	+$1.74K	﹤0.01%	224

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Retirement Financial Solutions's VGLT Position: Q1 2026 in Review

Retirement Financial Solutions increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.94% in Q1 2026, buying an estimated $167K and bringing the position to 318,408 shares worth $17.6M. The position accounts for 5.04% of the portfolio, ranked #5.

Retirement Financial Solutions first reported a position in VGLT in Q4 2022 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Retirement Financial Solutions held 318,408 shares of Vanguard Long-Term Treasury ETF worth $17.6M as of Q1 2026.
Retirement Financial Solutions bought 2,967 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $167K.
Vanguard Long-Term Treasury ETF made up 5.04% of Retirement Financial Solutions's portfolio in Q1 2026, its #5 holding.
Retirement Financial Solutions first reported a position in Vanguard Long-Term Treasury ETF in Q4 2022 and has held it in 4 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.