Creative Financial Designs’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Creative Financial Designs’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 Q1	$74.8K	Buy	1,351 +102	+8%	+$5.73K	﹤0.01%	764
2025 Q4	$69.7K	Buy	1,249 +867	+227%	+$49.3K	﹤0.01%	750
2025 Q3	$21.7K	Sell	382 -1,605	-81%	-$89.5K	﹤0.01%	1126
2025 Q2	$111K	Sell	1,987 -10	-0.5%	-$554	0.01%	640
2025 Q1	$115K	Buy	+1,997	New	+$112K	0.01%	578
2021 Q1	–	Sell	-19	Closed	-$2K	–	1364
2020 Q4	$2K	Sell	19 -47	-71%	-$4.55K	﹤0.01%	1156
2020 Q3	$7K	Hold	66	–	–	﹤0.01%	878
2020 Q2	$7K	Buy	+66	New	+$6.63K	﹤0.01%	824

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Creative Financial Designs's VGLT Position: Q1 2026 in Review

Creative Financial Designs increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 8.2% in Q1 2026, buying an estimated $5.73K and bringing the position to 1,351 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Creative Financial Designs first reported a position in VGLT in Q2 2020 and has held it in 8 quarters since. The position peaked at $115K in Q1 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Creative Financial Designs held 1,351 shares of Vanguard Long-Term Treasury ETF worth $74.8K as of Q1 2026.
Creative Financial Designs bought 102 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $5.73K.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #764 holding.
Creative Financial Designs first reported a position in Vanguard Long-Term Treasury ETF in Q2 2020 and has held it in 8 quarters since.
Creative Financial Designs's Vanguard Long-Term Treasury ETF position peaked at $115K in Q1 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.