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

Financial Gravity Asset 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 Q1	$13.6K	Hold	246	–	–	﹤0.01%	515
2025 Q4	$13.7K	Sell	246 -353	-59%	-$20.1K	﹤0.01%	434
2025 Q3	$34.1K	Buy	+599	New	+$33.4K	0.01%	343
2025 Q1	$95.3K	Buy	+1,654	New	+$93.2K	0.02%	230
2024 Q2	$212K	Buy	3,676 +3,663	+28,177%	+$210K	0.05%	120
2024 Q1	$800	Sell	13 -1	-7%	-$59	﹤0.01%	775
2023 Q4	$829	Buy	+14	New	+$791	﹤0.01%	813

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Financial Gravity Asset Management's VGLT Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q1 2026 at 246 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Financial Gravity Asset Management first reported a position in VGLT in Q4 2023 and has held it in 7 quarters since. The position peaked at $212K in Q2 2024. 433 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Financial Gravity Asset Management held 246 shares of Vanguard Long-Term Treasury ETF worth $13.6K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard Long-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #515 holding.
Financial Gravity Asset Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Vanguard Long-Term Treasury ETF position peaked at $212K in Q2 2024.
433 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.