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
Q3 		$8.07M Sell
160,967
-181,533
-53% -$9.6M 0.01% 820
2026
Q2 		$18.5M Buy
342,500
+8,185
+2% +$449K 0.03% 463
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

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Rainwater Charitable Foundation
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's VGLT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 53% in Q3 2026, selling an estimated $9.6M and leaving 160,967 shares worth $8.07M. The position accounts for 0.01% of the portfolio, ranked #820.

Wealth Enhancement Advisory Services first reported a position in VGLT in Q1 2023 and has held it in 15 quarters since. The position peaked at $401M in Q3 2024. 262 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 160,967 shares of Vanguard Long-Term Treasury ETF worth $8.07M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 181,533 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $9.6M.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #820 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $401M in Q3 2024.
  • 262 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.