Waverly Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Waverly 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	$1.52M	Sell	27,547 -289	-1%	-$15.9K	0.01%	775
2026 Q1	$1.54M	Sell	27,836 -4,505	-14%	-$253K	0.01%	701
2025 Q4	$1.8M	Sell	32,341 -5,500	-15%	-$313K	0.01%	616
2025 Q3	$2.15M	Sell	37,841 -2,834	-7%	-$158K	0.02%	500
2025 Q2	$2.28M	Sell	40,675 -1,217	-3%	-$67.5K	0.03%	469
2025 Q1	$2.41M	Buy	+41,892	New	+$2.36M	0.03%	437

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 22.9% 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

Waverly Advisors's VGLT Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 1% in Q2 2026, selling an estimated $15.9K and leaving 27,547 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #775.

Waverly Advisors first reported a position in VGLT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.41M in Q1 2025. 461 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Waverly Advisors held 27,547 shares of Vanguard Long-Term Treasury ETF worth $1.52M as of Q2 2026.
Waverly Advisors sold 289 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $15.9K.
Vanguard Long-Term Treasury ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #775 holding.
Waverly Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Waverly Advisors's Vanguard Long-Term Treasury ETF position peaked at $2.41M in Q1 2025.
461 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.