Vicus Capital’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Vicus Capital’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	$10.5M	Buy	190,073 +1,793	+1%	+$98.4K	0.68%	32
2026 Q1	$10.4M	Buy	188,280 +3,749	+2%	+$210K	0.77%	31
2025 Q4	$10.3M	Sell	184,531 -10	-0%	-$569	0.77%	31
2025 Q3	$10.5M	Buy	184,541 +19,823	+12%	+$1.1M	0.8%	31
2025 Q2	$9.24M	Buy	164,718 +4,761	+3%	+$264K	0.77%	26
2025 Q1	$9.22M	Buy	159,957 +1,197	+0.8%	+$67.4K	0.86%	24
2024 Q4	$8.79M	Buy	158,760 +2,096	+1%	+$121K	0.78%	25
2024 Q3	$9.64M	Buy	156,664 +7,025	+5%	+$424K	0.85%	25
2024 Q2	$8.63M	Buy	149,639 +960	+0.6%	+$54.9K	0.78%	27
2024 Q1	$8.81M	Buy	148,679 +6,057	+4%	+$358K	0.8%	26
2023 Q4	$8.78M	Buy	142,622 +77,846	+120%	+$4.4M	0.89%	26
2023 Q3	$3.6M	Buy	64,776 +1,246	+2%	+$74.4K	0.38%	37
2023 Q2	$4.04M	Buy	63,530 +460	+0.7%	+$29.5K	0.42%	33
2023 Q1	$4.13M	Buy	+63,070	New	+$4.07M	0.44%	35

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

Vicus Capital's VGLT Position: Q2 2026 in Review

Vicus Capital increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.95% in Q2 2026, buying an estimated $98.4K and bringing the position to 190,073 shares worth $10.5M. The position accounts for 0.68% of the portfolio, ranked #32.

Vicus Capital first reported a position in VGLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.5M in Q3 2025. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Vicus Capital held 190,073 shares of Vanguard Long-Term Treasury ETF worth $10.5M as of Q2 2026.
Vicus Capital bought 1,793 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $98.4K.
Vanguard Long-Term Treasury ETF made up 0.68% of Vicus Capital's portfolio in Q2 2026, its #32 holding.
Vicus Capital first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Vicus Capital's Vanguard Long-Term Treasury ETF position peaked at $10.5M in Q3 2025.
460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.