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

WJ 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 		$265K Hold
4,807
– – 0.19% 105
2026
Q1 		$266K Sell
4,807
-150
-3% -$8.42K 0.21% 104
2025
Q4 		$277K Sell
4,957
-453
-8% -$25.8K 0.25% 91
2025
Q3 		$308K Buy
+5,410
New +$302K 0.3% 84

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

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

WJ Financial Advisors held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q2 2026 at 4,807 shares worth $265K. The position accounts for 0.19% of the portfolio, ranked #105.

WJ Financial Advisors first reported a position in VGLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $308K in Q3 2025. 457 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • WJ Financial Advisors held 4,807 shares of Vanguard Long-Term Treasury ETF worth $265K as of Q2 2026.
  • WJ Financial Advisors left its Vanguard Long-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up 0.19% of WJ Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • WJ Financial Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Vanguard Long-Term Treasury ETF position peaked at $308K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.