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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
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 $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Root Financial Partners's VGLT Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 37% in Q1 2026, buying an estimated $22.8K and bringing the position to 1,490 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Root Financial Partners first reported a position in VGLT in Q3 2025 and has held it in 3 quarters since. The position peaked at $115K in Q3 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Root Financial Partners held 1,490 shares of Vanguard Long-Term Treasury ETF worth $82.5K as of Q1 2026.
  • Root Financial Partners bought 406 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $22.8K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #642 holding.
  • Root Financial Partners first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vanguard Long-Term Treasury ETF position peaked at $115K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.