TrueNorth Wealth & Impact, LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$4.2M	Buy	+83,683	New	+$4.43M	1.6%	16

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's VGLT Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q3 2026: 83,683 shares worth $4.2M. The stake represents 1.6% of the portfolio and ranks #16 among its holdings.

399 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 83,683 shares of Vanguard Long-Term Treasury ETF worth $4.2M as of Q3 2026.
Vanguard Long-Term Treasury ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Long-Term Treasury ETF made up 1.6% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #16 holding.
399 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.