Shade Tree Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Shade Tree Advisors’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	$575K	Buy	11,469 +1,584	+16%	+$83.8K	0.31%	34
2026 Q2	$545K	Hold	9,885	–	–	0.32%	20
2026 Q1	$547K	Hold	9,885	–	–	0.39%	19
2025 Q4	$552K	Buy	9,885 +3,790	+62%	+$216K	0.42%	20
2025 Q3	$347K	Hold	6,095	–	–	0.3%	15
2025 Q2	$342K	Hold	6,095	–	–	0.3%	15
2025 Q1	$351K	Hold	6,095	–	–	0.35%	16
2024 Q4	$337K	Buy	+6,095	New	+$353K	0.34%	14

Other funds holding VGLT

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Shade Tree Advisors's VGLT Position: Q3 2026 in Review

Shade Tree Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 16% in Q3 2026, buying an estimated $83.8K and bringing the position to 11,469 shares worth $575K. The position accounts for 0.31% of the portfolio, ranked #34.

Shade Tree Advisors first reported a position in VGLT in Q4 2024 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Shade Tree Advisors held 11,469 shares of Vanguard Long-Term Treasury ETF worth $575K as of Q3 2026.
Shade Tree Advisors bought 1,584 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $83.8K.
Vanguard Long-Term Treasury ETF made up 0.31% of Shade Tree Advisors's portfolio in Q3 2026, its #34 holding.
Shade Tree Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
167 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.