WBH Advisory’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

WBH Advisory’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	$3.85M	Buy	69,817 +15,119	+28%	+$849K	0.29%	72
2025 Q4	$3.05M	Buy	54,698 +13,032	+31%	+$742K	0.23%	81
2025 Q3	$2.37M	Buy	41,666 +21,894	+111%	+$1.22M	0.18%	98
2025 Q2	$1.11M	Sell	19,772 -28,517	-59%	-$1.58M	0.09%	146
2025 Q1	$2.78M	Buy	48,289 +34,531	+251%	+$1.95M	0.26%	73
2024 Q4	$762K	Buy	13,758 +10,012	+267%	+$580K	0.07%	176
2024 Q3	$231K	Buy	+3,746	New	+$226K	0.02%	300
2024 Q1	–	Sell	-3,262	Closed	-$201K	–	319
2023 Q4	$201K	Sell	3,262 -11,699	-78%	-$661K	0.02%	301
2023 Q3	$830K	Buy	14,961 +100	+0.7%	+$5.97K	0.1%	151
2023 Q2	$944K	Buy	14,861 +866	+6%	+$55.5K	0.11%	148
2023 Q1	$917K	Buy	+13,995	New	+$903K	0.11%	152

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WBH Advisory's VGLT Position: Q1 2026 in Review

WBH Advisory increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 28% in Q1 2026, buying an estimated $849K and bringing the position to 69,817 shares worth $3.85M. The position accounts for 0.29% of the portfolio, ranked #72.

WBH Advisory first reported a position in VGLT in Q1 2023 and has held it in 11 quarters since. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

WBH Advisory held 69,817 shares of Vanguard Long-Term Treasury ETF worth $3.85M as of Q1 2026.
WBH Advisory bought 15,119 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $849K.
Vanguard Long-Term Treasury ETF made up 0.29% of WBH Advisory's portfolio in Q1 2026, its #72 holding.
WBH Advisory first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 11 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.