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

Twin Peaks 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
Q1 		$17.5K Buy
+316
New +$17.7K ﹤0.01% 776
2025
Q3 		– Sell
-112
Closed -$6.21K – 2048
2025
Q2 		$6.21K Buy
+112
New +$6.21K ﹤0.01% 1193

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 $374B AUM 17.66% 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

Twin Peaks Wealth Advisors's VGLT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026: 316 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VGLT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VGLT in Q2 2025 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 316 shares of Vanguard Long-Term Treasury ETF worth $17.5K as of Q1 2026.
  • Vanguard Long-Term Treasury ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #776 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.