Steward Partners Investment Advisory’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Steward Partners Investment Advisory’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	$357K	Buy	6,464 +2,641	+69%	+$145K	﹤0.01%	1908
2026 Q1	$212K	Sell	3,823 -64,438	-94%	-$3.62M	﹤0.01%	1992
2025 Q4	$3.81M	Sell	68,261 -355	-0.5%	-$20.2K	0.02%	559
2025 Q3	$3.9M	Sell	68,616 -7,171	-9%	-$400K	0.02%	542
2025 Q2	$4.25M	Buy	75,787 +9,305	+14%	+$516K	0.03%	471
2025 Q1	$3.83M	Sell	66,482 -547	-0.8%	-$30.8K	0.03%	468
2024 Q4	$3.71M	Buy	67,029 +6,187	+10%	+$359K	0.03%	462
2024 Q3	$3.74M	Buy	60,842 +1,491	+3%	+$90.1K	0.03%	446
2024 Q2	$3.42M	Sell	59,351 -127	-0.2%	-$7.27K	0.04%	434
2024 Q1	$3.52M	Sell	59,478 -4,298	-7%	-$254K	0.04%	414
2023 Q4	$3.92M	Sell	63,776 -57,980	-48%	-$3.28M	0.05%	333
2023 Q3	$6.76M	Buy	121,756 +57,508	+90%	+$3.44M	0.1%	205
2023 Q2	$4.08M	Sell	64,248 -7,879	-11%	-$505K	0.06%	303
2023 Q1	$4.73M	Sell	72,127 -5,772	-7%	-$372K	0.08%	266
2022 Q4	$4.8M	Buy	77,899 +77,759	+55,542%	+$4.83M	0.08%	256
2022 Q3	$9K	Hold	140	–	–	﹤0.01%	2592
2022 Q2	$10K	Hold	140	–	–	﹤0.01%	2528
2022 Q1	$11K	Sell	140 -4	-3%	-$334	﹤0.01%	2639
2021 Q4	$13K	Hold	144	–	–	﹤0.01%	2513
2021 Q3	$13K	Hold	144	–	–	﹤0.01%	2521
2021 Q2	$13K	Hold	144	–	–	﹤0.01%	5669
2021 Q1	$11.9K	Hold	144	–	–	﹤0.01%	2705
2020 Q4	$14K	Hold	144	–	–	﹤0.01%	2192
2020 Q3	$14K	Hold	144	–	–	﹤0.01%	2023
2020 Q2	$14K	Hold	144	–	–	﹤0.01%	1914
2020 Q1	$14K	Buy	+144	New	+$13.2K	﹤0.01%	1742
2018 Q3	–	Sell	-74	Closed	-$6K	–	2711
2018 Q2	$6K	Hold	74	–	–	﹤0.01%	1948
2018 Q1	$5K	Hold	74	–	–	﹤0.01%	1815
2017 Q4	$5K	Hold	74	–	–	﹤0.01%	1531
2017 Q3	$5K	Hold	74	–	–	﹤0.01%	1310
2017 Q2	$5K	Hold	74	–	–	﹤0.01%	1241
2017 Q1	$5K	Buy	+74	New	+$5.48K	﹤0.01%	1139

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

Steward Partners Investment Advisory's VGLT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 69% in Q2 2026, buying an estimated $145K and bringing the position to 6,464 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Steward Partners Investment Advisory first reported a position in VGLT in Q1 2017 and has held it in 32 quarters since. The position peaked at $6.76M in Q3 2023. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Steward Partners Investment Advisory held 6,464 shares of Vanguard Long-Term Treasury ETF worth $357K as of Q2 2026.
Steward Partners Investment Advisory bought 2,641 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $145K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1908 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Long-Term Treasury ETF in Q1 2017 and has held it in 32 quarters since.
Steward Partners Investment Advisory's Vanguard Long-Term Treasury ETF position peaked at $6.76M in Q3 2023.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.