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

Wealth Enhancement Trust 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 		$109K Hold
1,971
– – 0.01% 354
2026
Q1 		$109K Hold
1,971
– – 0.01% 333
2025
Q4 		$110K Buy
+1,971
New +$112K 0.01% 311

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CCWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 1,971 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #354.

Wealth Enhancement Trust Services first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $110K in Q4 2025. 362 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,971 shares of Vanguard Long-Term Treasury ETF worth $109K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #354 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Vanguard Long-Term Treasury ETF position peaked at $110K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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