Annex Advisory Services 13F: Cuts VGLT Stake by $78M

Annex Advisory Services has reduced its stake in VGLT significantly, cutting its position by 1,562,662 shares. As of October 16, 2026, the fund now holds just 62,706 shares valued at approximately $3.1 million. This move reflects a drastic decrease of 96.1% from its previous holdings of 1,625,368 shares.

What Changed in Annex Advisory Services' VGLT Position

In its latest filing, Annex Advisory Services disclosed this reduction of shares. The fund's decision to cut its position indicates a notable shift in its investment approach regarding VGLT. While the exact reasoning behind this change wasn't detailed, the reduction is substantial, highlighting a strategic pivot in their portfolio management.

Vanguard Long-Term Treasury Index Fund ETF Shares Stock Holds Steady

As of October 16, 2026, VGLT shares were recently trading around $51.35. The recent cut in Annex Advisory's holdings comes at a time when the fund has been active in other sectors, including a new position in ExxonMobil Holdings. This could suggest that the fund is reallocating its investments towards more promising opportunities.

Recent Earnings

There is no recent earnings data available for VGLT.

Dividend

There is no dividend data available for VGLT.

Insider Buying and Selling at Vanguard Long-Term Treasury Index Fund ETF Shares

Currently, there are no reported insider trades for VGLT.

About VGLT

VGLT is a bond fund that typically invests in U.S. government bonds and other fixed-income securities. The recent activity by Annex Advisory Services suggests a reallocation of their investment strategy, possibly looking for better returns elsewhere.

Bottom Line

Investors should note that this filing reflects Annex Advisory Services' holdings as of the reporting period and may not represent their current position. It will be worthwhile to monitor any future filings from the fund as they may indicate further changes in their investment strategy.