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

TSA 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 Q3	$375K	Buy	7,475 +890	+14%	+$47.1K	0.11%	77
2026 Q2	$363K	Sell	6,585 -12,796	-66%	-$702K	0.1%	80
2026 Q1	$1.07M	Sell	19,381 -1,704	-8%	-$95.7K	0.35%	42
2025 Q4	$1.18M	Sell	21,085 -984	-4%	-$56K	0.39%	40
2025 Q3	$1.25M	Sell	22,069 -120	-0.5%	-$6.69K	0.43%	38
2025 Q2	$1.25M	Buy	+22,189	New	+$1.23M	0.45%	37

Other funds holding VGLT

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

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

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

TSA Wealth Management's VGLT Position: Q3 2026 in Review

TSA Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 14% in Q3 2026, buying an estimated $47.1K and bringing the position to 7,475 shares worth $375K. The position accounts for 0.11% of the portfolio, ranked #77.

TSA Wealth Management first reported a position in VGLT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q3 2025. 116 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

TSA Wealth Management held 7,475 shares of Vanguard Long-Term Treasury ETF worth $375K as of Q3 2026.
TSA Wealth Management bought 890 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $47.1K.
Vanguard Long-Term Treasury ETF made up 0.11% of TSA Wealth Management's portfolio in Q3 2026, its #77 holding.
TSA Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
TSA Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $1.25M in Q3 2025.
116 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.