Superior Planning, LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Superior Planning, LLC’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 Q3	$3.16K	Buy	+63	New	+$3.33K	﹤0.01%	1389

Other funds holding VGLT

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hamilton Capital Partners (Canada) Toronto $3.85B AUM 46.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's VGLT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q3 2026: 63 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings.

343 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Superior Planning, LLC held 63 shares of Vanguard Long-Term Treasury ETF worth $3.16K as of Q3 2026.
Vanguard Long-Term Treasury ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1389 holding.
343 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.