SkyOak Wealth’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

SkyOak Wealth’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	-3,861	Closed	-$214K	–	274
2026 Q1	$214K	Buy	3,861 +162	+4%	+$9.09K	0.04%	234
2025 Q4	$206K	Buy	3,699 +100	+3%	+$5.69K	0.04%	238
2025 Q3	$205K	Buy	+3,599	New	+$201K	0.04%	235
2022 Q1	–	Sell	-4,425	Closed	-$396K	–	269
2021 Q4	$396K	Buy	4,425 +151	+4%	+$13.5K	0.1%	149
2021 Q3	$375K	Buy	4,274 +148	+4%	+$13.3K	0.1%	151
2021 Q2	$362K	Buy	4,126 +91	+2%	+$7.73K	0.1%	152
2021 Q1	$341K	Buy	4,035 +318	+9%	+$28.1K	0.09%	154
2020 Q4	$356K	Buy	3,717 +170	+5%	+$16.5K	0.11%	149
2020 Q3	$353K	Buy	3,547 +178	+5%	+$18K	0.13%	138
2020 Q2	$337K	Buy	+3,369	New	+$339K	0.12%	167

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

SkyOak Wealth's VGLT Position: Q2 2026 in Review

SkyOak Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 3,861 shares — an estimated $214K sold.

SkyOak Wealth first reported a position in VGLT in Q2 2020 and held it in 10 quarters. The position peaked at $396K in Q4 2021. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

SkyOak Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
SkyOak Wealth sold 3,861 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $214K.
SkyOak Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and held it in 10 quarters.
SkyOak Wealth's Vanguard Long-Term Treasury ETF position peaked at $396K in Q4 2021.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.