Smith & Howard Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Smith & Howard Wealth Management’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	$276K	Buy	+5,000	New	+$274K	0.05%	78
2024 Q2	–	Sell	-23,534	Closed	-$1.39M	–	84
2024 Q1	$1.39M	Buy	+23,534	New	+$1.39M	0.43%	32

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

Smith & Howard Wealth Management's VGLT Position: Q2 2026 in Review

Smith & Howard Wealth Management opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 5,000 shares worth $276K. The stake represents 0.05% of the portfolio and ranks #78 among its holdings. This is a return to the name: Smith & Howard Wealth Management previously reported a position in VGLT as recently as Q1 2024.

Smith & Howard Wealth Management first reported a position in VGLT in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.39M in Q1 2024. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Smith & Howard Wealth Management held 5,000 shares of Vanguard Long-Term Treasury ETF worth $276K as of Q2 2026.
Vanguard Long-Term Treasury ETF was a new Smith & Howard Wealth Management position in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.05% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #78 holding.
Smith & Howard Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 2 quarters since.
Smith & Howard Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.39M in Q1 2024.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.