Action Point Financial Planning’s Vanguard Total Treasury ETF VTG Stock Holding History

Action Point Financial Planning’s Portfolio VTG Stock Details VTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.8K	Buy	+330	New	+$24.8K	﹤0.01%	1050

Other funds holding VTG

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Vanguard Total Treasury ETF (VTG) in Q2 2026: 330 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings.

19 funds tracked by Wall St. Rank hold VTG as of Q2 2026.

Action Point Financial Planning held 330 shares of Vanguard Total Treasury ETF worth $24.8K as of Q2 2026.
Vanguard Total Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Total Treasury ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1050 holding.
19 funds tracked by Wall St. Rank held Vanguard Total Treasury ETF as of Q2 2026.

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