FGC
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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
2026
Q2 		$12.1K Buy
+219
New +$12K ﹤0.01% 548
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 $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Financial Gravity Companies's VGLT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 219 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VGLT as recently as Q2 2025.

Financial Gravity Companies first reported a position in VGLT in Q3 2024 and has held it in 4 quarters since. The position peaked at $109K in Q3 2024. 461 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Financial Gravity Companies held 219 shares of Vanguard Long-Term Treasury ETF worth $12.1K as of Q2 2026.
  • Vanguard Long-Term Treasury ETF was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #548 holding.
  • Financial Gravity Companies first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Vanguard Long-Term Treasury ETF position peaked at $109K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.