Root Financial Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Root Financial Partners’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	$53.2K	Buy	+1,061	New	+$56.1K	﹤0.01%	1053
2026 Q2	–	Sell	-1,490	Closed	-$82.5K	–	3084
2026 Q1	$82.5K	Buy	1,490 +406	+37%	+$22.8K	﹤0.01%	642
2025 Q4	$60.5K	Sell	1,084 -945	-47%	-$53.8K	﹤0.01%	646
2025 Q3	$115K	Buy	+2,029	New	+$113K	0.01%	400

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

Root Financial Partners's VGLT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q3 2026: 1,061 shares worth $53.2K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VGLT as recently as Q1 2026.

Root Financial Partners first reported a position in VGLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $115K in Q3 2025. 399 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Root Financial Partners held 1,061 shares of Vanguard Long-Term Treasury ETF worth $53.2K as of Q3 2026.
Vanguard Long-Term Treasury ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1053 holding.
Root Financial Partners first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Vanguard Long-Term Treasury ETF position peaked at $115K in Q3 2025.
399 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.