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COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$106K Buy
+1,961
New +$108K 0.01% 544

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VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VGLT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 1,961 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,961 shares of Vanguard Long-Term Treasury ETF worth $106K as of Q2 2026.
  • Vanguard Long-Term Treasury ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #544 holding.
  • 371 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.