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Holistic Planning’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Holistic Planning’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 		$992K Buy
17,976
+4,526
+34% +$248K 0.15% 131
2026
Q1 		$745K Sell
13,450
-3,287
-20% -$185K 0.15% 130
2025
Q4 		$934K Buy
16,737
+4,121
+33% +$235K 0.2% 99
2025
Q3 		$717K Sell
12,616
-1,079
-8% -$60.1K 0.19% 94
2025
Q2 		$769K Buy
13,695
+419
+3% +$23.2K 0.22% 82
2025
Q1 		$765K Sell
13,276
-117
-0.9% -$6.59K 0.26% 74
2024
Q4 		$741K Buy
+13,393
New +$776K 0.27% 72

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 22.96% 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

Holistic Planning's VGLT Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 34% in Q2 2026, buying an estimated $248K and bringing the position to 17,976 shares worth $992K. The position accounts for 0.15% of the portfolio, ranked #131.

Holistic Planning first reported a position in VGLT in Q4 2024 and has held it in 7 quarters since. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Holistic Planning held 17,976 shares of Vanguard Long-Term Treasury ETF worth $992K as of Q2 2026.
  • Holistic Planning bought 4,526 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $248K.
  • Vanguard Long-Term Treasury ETF made up 0.15% of Holistic Planning's portfolio in Q2 2026, its #131 holding.
  • Holistic Planning first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.