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WealthShield Partners’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

WealthShield Partners’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 		– Sell
-15,076
Closed -$835K – 595
2026
Q1 		$835K Buy
15,076
+203
+1% +$11.4K 0.09% 203
2025
Q4 		$830K Buy
14,873
+3,345
+29% +$190K 0.09% 198
2025
Q3 		$655K Buy
11,528
+503
+5% +$28K 0.07% 215
2025
Q2 		$619K Buy
11,025
+4,964
+82% +$275K 0.07% 214
2025
Q1 		$349K Buy
6,061
+209
+4% +$11.8K 0.04% 254
2024
Q4 		$324K Buy
5,852
+172
+3% +$9.97K 0.05% 240
2024
Q3 		$350K Sell
5,680
-1,832
-24% -$111K 0.05% 234
2024
Q2 		$433K Buy
7,512
+213
+3% +$12.2K 0.07% 211
2024
Q1 		$432K Buy
7,299
+1,779
+32% +$105K 0.07% 203
2023
Q4 		$340K Buy
5,520
+1,412
+34% +$79.8K 0.06% 228
2023
Q3 		$228K Buy
4,108
+913
+29% +$54.5K 0.03% 277
2023
Q2 		$203K Buy
3,195
+703
+28% +$45.1K 0.03% 290
2023
Q1 		$163K Buy
+2,492
New +$161K 0.03% 301
2020
Q4 		– Sell
-36
Closed -$4K – 420
2020
Q3 		$4K Hold
36
– – ﹤0.01% 370
2020
Q2 		$4K Hold
36
– – ﹤0.01% 312
2020
Q1 		$4K Hold
36
– – ﹤0.01% 248
2019
Q4 		$3K Hold
36
– – ﹤0.01% 265
2019
Q3 		$3K Hold
36
– – ﹤0.01% 252
2019
Q2 		$3K Hold
36
– – ﹤0.01% 220
2019
Q1 		$3K Hold
36
– – ﹤0.01% 254
2018
Q4 		$3K Sell
36
-204
-85% -$14.5K ﹤0.01% 228
2018
Q3 		$17K Hold
240
– – 0.01% 194
2018
Q2 		$18K Hold
240
– – 0.01% 186
2018
Q1 		$18K Hold
240
– – 0.01% 184
2017
Q4 		$19K Buy
+240
New +$18.5K 0.01% 182

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

WealthShield Partners's VGLT Position: Q2 2026 in Review

WealthShield Partners sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026, closing a stake of 15,076 shares — an estimated $835K sold.

WealthShield Partners first reported a position in VGLT in Q4 2017 and held it in 25 quarters. The position peaked at $835K in Q1 2026. 460 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • WealthShield Partners reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 15,076 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $835K.
  • WealthShield Partners first reported a position in Vanguard Long-Term Treasury ETF in Q4 2017 and held it in 25 quarters.
  • WealthShield Partners's Vanguard Long-Term Treasury ETF position peaked at $835K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.