Werba Rubin Papier Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Werba Rubin Papier Wealth Management’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	$1.71M	Buy	31,055 +14,375	+86%	+$789K	0.21%	64
2026 Q1	$923K	Sell	16,680 -194	-1%	-$10.9K	0.13%	90
2025 Q4	$942K	Buy	16,874 +150	+0.9%	+$8.54K	0.26%	63
2025 Q3	$951K	Buy	+16,724	New	+$932K	0.15%	78

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Werba Rubin Papier Wealth Management's VGLT Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 86% in Q2 2026, buying an estimated $789K and bringing the position to 31,055 shares worth $1.71M. The position accounts for 0.21% of the portfolio, ranked #64.

Werba Rubin Papier Wealth Management first reported a position in VGLT in Q3 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Werba Rubin Papier Wealth Management held 31,055 shares of Vanguard Long-Term Treasury ETF worth $1.71M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 14,375 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $789K.
Vanguard Long-Term Treasury ETF made up 0.21% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #64 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.