Wealth Enhancement Advisory Services
VGLT icon

Wealth Enhancement Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.5M Buy
342,500
+8,185
+2% +$449K 0.03% 462
2026
Q1 		$18.5M Sell
334,315
-214,866
-39% -$12.1M 0.04% 418
2025
Q4 		$30.7M Buy
549,181
+100,442
+22% +$5.72M 0.04% 365
2025
Q3 		$25.5M Sell
448,739
-5,489
-1% -$306K 0.04% 393
2025
Q2 		$25.1M Sell
454,228
-76,304
-14% -$4.23M 0.04% 366
2025
Q1 		$30.6M Sell
530,532
-68,891
-11% -$3.88M 0.06% 302
2024
Q4 		$33.2M Sell
599,423
-5,915,275
-91% -$343M 0.06% 275
2024
Q3 		$401M Buy
6,514,698
+637,415
+11% +$38.5M 0.86% 18
2024
Q2 		$339M Buy
5,877,283
+313,557
+6% +$17.9M 0.81% 20
2024
Q1 		$330M Buy
5,563,726
+2,212,982
+66% +$131M 0.85% 17
2023
Q4 		$206M Buy
3,350,744
+205,850
+7% +$11.6M 0.6% 27
2023
Q3 		$175M Buy
3,144,894
+493,171
+19% +$29.5M 0.57% 29
2023
Q2 		$168M Buy
2,651,723
+376,737
+17% +$24.2M 1.82% 16
2023
Q1 		$149M Buy
+2,274,986
New +$147M 1.74% 14

Other funds holding VGLT

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's VGLT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 2.4% in Q2 2026, buying an estimated $449K and bringing the position to 342,500 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #462.

Wealth Enhancement Advisory Services first reported a position in VGLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $401M in Q3 2024. 58 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 342,500 shares of Vanguard Long-Term Treasury ETF worth $18.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,185 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $449K.
  • Vanguard Long-Term Treasury ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #462 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $401M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.