Action Point Financial Planning’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Action Point Financial Planning’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	$1.43M	Buy	+25,879	New	+$1.42M	0.15%	137

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

Action Point Financial Planning's VGLT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 25,879 shares worth $1.43M. The stake represents 0.15% of the portfolio and ranks #137 among its holdings.

456 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Action Point Financial Planning held 25,879 shares of Vanguard Long-Term Treasury ETF worth $1.43M as of Q2 2026.
Vanguard Long-Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.15% of Action Point Financial Planning's portfolio in Q2 2026, its #137 holding.
456 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.