Advus Financial Partners, LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$241K Sell
4,360
-125
-3% -$6.86K 0.05% 234
2026
Q1
$248K Buy
4,485
+829
+23% +$46.5K 0.06% 213
2025
Q4
$204K Buy
+3,656
New +$208K 0.05% 240

Other funds holding VGLT

Advus Financial Partners, LLC's VGLT Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 2.8% in Q2 2026, selling an estimated $6.86K and leaving 4,360 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #234.

Advus Financial Partners, LLC first reported a position in VGLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $248K in Q1 2026. 458 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Advus Financial Partners, LLC held 4,360 shares of Vanguard Long-Term Treasury ETF worth $241K as of Q2 2026.
  • Advus Financial Partners, LLC sold 125 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $6.86K.
  • Vanguard Long-Term Treasury ETF made up 0.05% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #234 holding.
  • Advus Financial Partners, LLC first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Advus Financial Partners, LLC's Vanguard Long-Term Treasury ETF position peaked at $248K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.