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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
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
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

Root Financial Partners's VGLT Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 1,490 shares — an estimated $82.5K sold.

Root Financial Partners first reported a position in VGLT in Q3 2025 and held it in 3 quarters. The position peaked at $115K in Q3 2025. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,490 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $82.5K.
  • Root Financial Partners first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vanguard Long-Term Treasury ETF position peaked at $115K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.