FGC
VGLT icon

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

Financial Gravity Companies’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
2025
Q2 		$53.8K Buy
+959
New +$53.2K 0.01% 292
2024
Q4 		$97.8K Hold
1,767
– – 0.02% 207
2024
Q3 		$109K Buy
+1,767
New +$107K 0.03% 128

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Financial Gravity Companies's VGLT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2025: 959 shares worth $53.8K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VGLT as recently as Q4 2024.

Financial Gravity Companies first reported a position in VGLT in Q3 2024 and has held it in 3 quarters since. The position peaked at $109K in Q3 2024. 400 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

  • Financial Gravity Companies held 959 shares of Vanguard Long-Term Treasury ETF worth $53.8K as of Q2 2025.
  • Vanguard Long-Term Treasury ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Long-Term Treasury ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #292 holding.
  • Financial Gravity Companies first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Vanguard Long-Term Treasury ETF position peaked at $109K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.