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

Keener Financial 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
2025
Q3 		– Sell
-263
Closed -$14K – 231
2025
Q2 		$14K Buy
+263
New +$14.6K 0.01% 145

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
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
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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Keener Financial Planning's VGLT Position: Q3 2025 in Review

Keener Financial Planning sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2025, closing a stake of 263 shares — an estimated $14K sold.

Keener Financial Planning first reported a position in VGLT in Q2 2025 and held it in 1 quarter. The position peaked at $14K in Q2 2025. 394 funds tracked by Wall St. Rank hold VGLT as of Q3 2025.

  • Keener Financial Planning reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Keener Financial Planning sold 263 Vanguard Long-Term Treasury ETF shares in Q3 2025, an estimated $14K.
  • Keener Financial Planning first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Keener Financial Planning's Vanguard Long-Term Treasury ETF position peaked at $14K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2025.

Based on Keener Financial Planning's 13F filing for Q3 2025, filed 7 Nov 2025.