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

SlateStone 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
-6,460
Closed -$358K – 302
2026
Q1 		$358K Sell
6,460
-1,174
-15% -$65.9K 0.03% 241
2025
Q4 		$426K Buy
7,634
+3,821
+100% +$217K 0.04% 228
2025
Q3 		$217K Buy
+3,813
New +$213K 0.02% 277
2025
Q2 		– Sell
-3,625
Closed -$209K – 301
2025
Q1 		$209K Hold
3,625
– – 0.02% 269
2024
Q4 		$201K Hold
3,625
– – 0.02% 275
2024
Q3 		$223K Buy
3,625
+100
+3% +$6.04K 0.02% 263
2024
Q2 		$203K Sell
3,525
-60
-2% -$3.43K 0.02% 268
2024
Q1 		$212K Buy
3,585
+36
+1% +$2.13K 0.02% 263
2023
Q4 		$218K Buy
+3,549
New +$201K 0.03% 222

Other funds holding VGLT

Mirae Asset Global Investments
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
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM

SlateStone Wealth's VGLT Position: Q2 2026 in Review

SlateStone Wealth sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 6,460 shares — an estimated $358K sold.

SlateStone Wealth first reported a position in VGLT in Q4 2023 and held it in 9 quarters. The position peaked at $426K in Q4 2025. 97 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • SlateStone Wealth reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • SlateStone Wealth sold 6,460 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $358K.
  • SlateStone Wealth first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and held it in 9 quarters.
  • SlateStone Wealth's Vanguard Long-Term Treasury ETF position peaked at $426K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.