Sellwood Investment Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Sellwood Investment 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	$25.5K	Buy	462 +58	+14%	+$3.18K	0.01%	51
2026 Q1	$22.4K	Buy	404 +3	+0.7%	+$168	0.01%	49
2025 Q4	$22.4K	Buy	401 +6	+2%	+$341	0.01%	46
2025 Q3	$22.5K	Buy	395 +4	+1%	+$223	0.01%	58
2025 Q2	$21.9K	Buy	391 +5	+1%	+$277	0.01%	39
2025 Q1	$22.3K	Buy	386 +2	+0.5%	+$113	0.01%	30
2024 Q4	$21.2K	Buy	+384	New	+$22.3K	0.01%	48

Other funds holding VGLT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Sellwood Investment Partners's VGLT Position: Q2 2026 in Review

Sellwood Investment Partners increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 14% in Q2 2026, buying an estimated $3.18K and bringing the position to 462 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #51.

Sellwood Investment Partners first reported a position in VGLT in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Sellwood Investment Partners held 462 shares of Vanguard Long-Term Treasury ETF worth $25.5K as of Q2 2026.
Sellwood Investment Partners bought 58 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $3.18K.
Vanguard Long-Term Treasury ETF made up 0.01% of Sellwood Investment Partners's portfolio in Q2 2026, its #51 holding.
Sellwood Investment Partners first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
213 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.