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Walkner Condon Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Walkner Condon Financial 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
Q2 		$4.06M Sell
73,570
-28
-0% -$1.54K 0.47% 46
2026
Q1 		$4.07M Buy
73,598
+3,151
+4% +$177K 0.54% 39
2025
Q4 		$3.93M Sell
70,447
-8,380
-11% -$477K 0.55% 38
2025
Q3 		$4.48M Sell
78,827
-2,667
-3% -$149K 0.71% 34
2025
Q2 		$4.57M Buy
81,494
+9,341
+13% +$518K 0.84% 28
2025
Q1 		$4.16M Buy
72,153
+3,500
+5% +$197K 0.84% 28
2024
Q4 		$3.8M Buy
68,653
+43,480
+173% +$2.52M 0.77% 32
2024
Q3 		$1.55M Buy
25,173
+10,538
+72% +$637K 0.32% 70
2024
Q2 		$846K Buy
14,635
+887
+6% +$50.7K 0.18% 105
2024
Q1 		$812K Buy
13,748
+590
+4% +$34.9K 0.17% 110
2023
Q4 		$810K Sell
13,158
-3,088
-19% -$174K 0.18% 107
2023
Q3 		$902K Buy
16,246
+7,345
+83% +$439K 0.24% 89
2023
Q2 		$565K Buy
8,901
+4,404
+98% +$282K 0.15% 117
2023
Q1 		$294K Hold
4,497
– – 0.08% 177
2022
Q4 		$277K Sell
4,497
-798
-15% -$49.6K 0.08% 179
2022
Q3 		$334K Buy
5,295
+90
+2% +$6.2K 0.11% 153
2022
Q2 		$365K Buy
5,205
+1,821
+54% +$131K 0.11% 155
2022
Q1 		$272K Sell
3,384
-2,104
-38% -$176K 0.08% 181
2021
Q4 		$491K Buy
5,488
+743
+16% +$66.2K 0.32% 75
2021
Q3 		$418K Buy
4,745
+940
+25% +$84.7K 0.21% 92
2021
Q2 		$335K Buy
3,805
+240
+7% +$20.4K 0.12% 125
2021
Q1 		$295K Buy
3,565
+1,070
+43% +$94.5K 0.11% 139
2020
Q4 		$239K Buy
2,495
+50
+2% +$4.84K 0.1% 123
2020
Q3 		$244K Buy
+2,445
New +$247K 0.13% 109

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Walkner Condon Financial Advisors's VGLT Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 0.04% in Q2 2026, selling an estimated $1.54K and leaving 73,570 shares worth $4.06M. The position accounts for 0.47% of the portfolio, ranked #46.

Walkner Condon Financial Advisors first reported a position in VGLT in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.57M in Q2 2025. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Walkner Condon Financial Advisors held 73,570 shares of Vanguard Long-Term Treasury ETF worth $4.06M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 28 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $1.54K.
  • Vanguard Long-Term Treasury ETF made up 0.47% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $4.57M in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.