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

Spire 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 		$8.28K Sell
150
-52
-26% -$2.85K ﹤0.01% 1700
2026
Q1 		$11.2K Sell
202
-199
-50% -$11.2K ﹤0.01% 1579
2025
Q4 		$22.4K Buy
401
+199
+99% +$11.3K ﹤0.01% 1443
2025
Q3 		$11.5K Buy
202
+141
+231% +$7.86K ﹤0.01% 1702
2025
Q2 		$3.4K Buy
+61
New +$3.38K ﹤0.01% 2050
2024
Q4 		– Sell
-20
Closed -$1.21K – 2524
2024
Q3 		$1.21K Buy
20
+1
+5% +$60 ﹤0.01% 2074
2024
Q2 		$1.12K Sell
19
-6,321
-100% -$362K ﹤0.01% 2106
2024
Q1 		$376K Buy
6,340
+203
+3% +$12K 0.01% 593
2023
Q4 		$361K Sell
6,137
-1,319
-18% -$74.5K 0.01% 594
2023
Q3 		$414K Buy
7,456
+2,049
+38% +$122K 0.02% 516
2023
Q2 		$344K Sell
5,407
-1,406
-21% -$90.2K 0.01% 583
2023
Q1 		$446K Buy
6,813
+5,680
+501% +$366K 0.02% 520
2022
Q4 		$70K Buy
1,133
+1,097
+3,047% +$68.2K ﹤0.01% 868
2022
Q3 		$2K Hold
36
– – ﹤0.01% 2004
2022
Q2 		$3K Hold
36
– – ﹤0.01% 2307
2022
Q1 		$3K Hold
36
– – ﹤0.01% 2352
2021
Q4 		$3K Hold
36
– – ﹤0.01% 2727
2021
Q3 		$3K Hold
36
– – ﹤0.01% 2423
2021
Q2 		$3K Hold
36
– – ﹤0.01% 2440
2021
Q1 		$3K Buy
+36
New +$3.18K ﹤0.01% 2783

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

Spire Wealth Management's VGLT Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 26% in Q2 2026, selling an estimated $2.85K and leaving 150 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Spire Wealth Management first reported a position in VGLT in Q1 2021 and has held it in 20 quarters since. The position peaked at $446K in Q1 2023. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Spire Wealth Management held 150 shares of Vanguard Long-Term Treasury ETF worth $8.28K as of Q2 2026.
  • Spire Wealth Management sold 52 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $2.85K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1700 holding.
  • Spire Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $446K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.