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 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 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 $299B AUM 28.69% 1-Year Est. Return

Holistic Planning's VGLT Position: Q1 2026 in Review

Holistic Planning reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 20% in Q1 2026, selling an estimated $185K and leaving 13,450 shares worth $745K. The position accounts for 0.15% of the portfolio, ranked #130.

Holistic Planning first reported a position in VGLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $934K in Q4 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

Holistic Planning held 13,450 shares of Vanguard Long-Term Treasury ETF worth $745K as of Q1 2026.
Holistic Planning sold 3,287 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $185K.
Vanguard Long-Term Treasury ETF made up 0.15% of Holistic Planning's portfolio in Q1 2026, its #130 holding.
Holistic Planning first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Holistic Planning's Vanguard Long-Term Treasury ETF position peaked at $934K in Q4 2025.
429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.