Valmark Advisers’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Valmark Advisers’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	$510K	Buy	9,250 +3,789	+69%	+$208K	0.01%	497
2026 Q1	$302K	Sell	5,461 -897	-14%	-$50.4K	﹤0.01%	574
2025 Q4	$355K	Hold	6,358	–	–	﹤0.01%	520
2025 Q3	$362K	Hold	6,358	–	–	﹤0.01%	504
2025 Q2	$357K	Sell	6,358 -177	-3%	-$9.81K	0.01%	501
2025 Q1	$376K	Sell	6,535 -189	-3%	-$10.6K	0.01%	474
2024 Q4	$372K	Buy	6,724 +171	+3%	+$9.91K	0.01%	472
2024 Q3	$403K	Buy	6,553 +86	+1%	+$5.2K	0.01%	455
2024 Q2	$373K	Hold	6,467	–	–	0.01%	439
2024 Q1	$383K	Sell	6,467 -16	-0.2%	-$946	0.01%	418
2023 Q4	$399K	Buy	6,483 +16	+0.2%	+$904	0.01%	388
2023 Q3	$359K	Buy	6,467 +897	+16%	+$53.6K	0.01%	375
2023 Q2	$354K	Buy	5,570 +2,393	+75%	+$153K	0.01%	376
2023 Q1	$208K	Buy	+3,177	New	+$205K	﹤0.01%	455

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

Valmark Advisers's VGLT Position: Q2 2026 in Review

Valmark Advisers increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 69% in Q2 2026, buying an estimated $208K and bringing the position to 9,250 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #497.

Valmark Advisers first reported a position in VGLT in Q1 2023 and has held it in 14 quarters since. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Valmark Advisers held 9,250 shares of Vanguard Long-Term Treasury ETF worth $510K as of Q2 2026.
Valmark Advisers bought 3,789 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $208K.
Vanguard Long-Term Treasury ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #497 holding.
Valmark Advisers first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.