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

Strata 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 Q3	$16.6M	Buy	+330,827	New	+$17.5M	3.89%	9

Other funds holding VGLT

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Strata Wealth Advisors's VGLT Position: Q3 2026 in Review

Strata Wealth Advisors opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q3 2026: 330,827 shares worth $16.6M. The stake represents 3.89% of the portfolio and ranks #9 among its holdings.

63 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Strata Wealth Advisors held 330,827 shares of Vanguard Long-Term Treasury ETF worth $16.6M as of Q3 2026.
Vanguard Long-Term Treasury ETF was a new Strata Wealth Advisors position in Q3 2026.
Vanguard Long-Term Treasury ETF made up 3.89% of Strata Wealth Advisors's portfolio in Q3 2026, its #9 holding.
63 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.