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

SOA Wealth 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
Q2 		– Sell
-15
Closed -$830 – 949
2026
Q1 		$830 Buy
+15
New +$842 ﹤0.01% 760
2024
Q3 		– Sell
-10
Closed -$577 – 861
2024
Q2 		$577 Buy
+10
New +$572 ﹤0.01% 761

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

SOA Wealth Advisors's VGLT Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 15 shares — an estimated $830 sold.

SOA Wealth Advisors first reported a position in VGLT in Q2 2024 and held it in 2 quarters. The position peaked at $830 in Q1 2026. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 15 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $830.
  • SOA Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's Vanguard Long-Term Treasury ETF position peaked at $830 in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.