Websterrogers Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Websterrogers Financial Advisors’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	$8.69M	Buy	157,455 +12,607	+9%	+$692K	2.23%	16
2026 Q1	$8.02M	Buy	144,848 +996	+0.7%	+$55.9K	2.29%	18
2025 Q4	$8.03M	Buy	143,852 +4,693	+3%	+$267K	2.33%	17
2025 Q3	$7.91M	Buy	139,159 +1,061	+0.8%	+$59.1K	2.37%	16
2025 Q2	$7.75M	Buy	138,098 +1,379	+1%	+$76.4K	2.46%	15
2025 Q1	$7.88M	Buy	136,719 +4,145	+3%	+$233K	2.69%	14
2024 Q4	$7.34M	Buy	132,574 +2,530	+2%	+$147K	2.55%	13
2024 Q3	$8M	Buy	130,044 +13,376	+11%	+$808K	2.8%	13
2024 Q2	$6.73M	Buy	116,668 +27,384	+31%	+$1.57M	2.4%	15
2024 Q1	$5.29M	Buy	+89,284	New	+$5.28M	1.88%	19

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Websterrogers Financial Advisors's VGLT Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 8.7% in Q2 2026, buying an estimated $692K and bringing the position to 157,455 shares worth $8.69M. The position accounts for 2.23% of the portfolio, ranked #16.

Websterrogers Financial Advisors first reported a position in VGLT in Q1 2024 and has held it in 10 quarters since. 58 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Websterrogers Financial Advisors held 157,455 shares of Vanguard Long-Term Treasury ETF worth $8.69M as of Q2 2026.
Websterrogers Financial Advisors bought 12,607 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $692K.
Vanguard Long-Term Treasury ETF made up 2.23% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #16 holding.
Websterrogers Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
58 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.