Compass Financial Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Compass Financial Management’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

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

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

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

Compass Financial Management's VGLT Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Vanguard Long-Term Treasury ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #544 holding.
440 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.