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Tandem Financial’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Tandem Financial’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
Q1 		$6.68M Sell
120,674
-32,742
-21% -$1.84M 2.13% 13
2025
Q4 		$8.49M Buy
153,416
+26,882
+21% +$1.53M 10.18% 1
2025
Q3 		$7.19M Sell
126,534
-6,598
-5% -$368K 2.68% 9
2025
Q2 		$7.47M Sell
133,132
-15,395
-10% -$853K 6.97% 4
2025
Q1 		$8.56M Sell
148,527
-5,504
-4% -$310K 9.25% 2
2024
Q4 		$8.53M Buy
+154,031
New +$8.93M 9.03% 1

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Tandem Financial's VGLT Position: Q1 2026 in Review

Tandem Financial reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 21% in Q1 2026, selling an estimated $1.84M and leaving 120,674 shares worth $6.68M. The position accounts for 2.13% of the portfolio, ranked #13.

Tandem Financial first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.56M in Q1 2025. 431 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Tandem Financial held 120,674 shares of Vanguard Long-Term Treasury ETF worth $6.68M as of Q1 2026.
  • Tandem Financial sold 32,742 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $1.84M.
  • Vanguard Long-Term Treasury ETF made up 2.13% of Tandem Financial's portfolio in Q1 2026, its #13 holding.
  • Tandem Financial first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Tandem Financial's Vanguard Long-Term Treasury ETF position peaked at $8.56M in Q1 2025.
  • 431 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.