LEFP
VTG

Leading Edge Financial Planning’s Vanguard Total Treasury ETF VTG Stock Holding History

Leading Edge Financial Planning’s Portfolio VTG Stock Details VTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,872
Closed -$218K – 85
2026
Q1 		$218K Buy
+2,872
New +$219K 0.05% 69

Other funds holding VTG

GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leading Edge Financial Planning's VTG Position: Q2 2026 in Review

Leading Edge Financial Planning sold out of Vanguard Total Treasury ETF (VTG) in Q2 2026, closing a stake of 2,872 shares — an estimated $218K sold.

Leading Edge Financial Planning first reported a position in VTG in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 19 funds tracked by Wall St. Rank hold VTG as of Q2 2026.

  • Leading Edge Financial Planning reported no remaining Vanguard Total Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Leading Edge Financial Planning sold 2,872 Vanguard Total Treasury ETF shares in Q2 2026, an estimated $218K.
  • Leading Edge Financial Planning first reported a position in Vanguard Total Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Leading Edge Financial Planning's Vanguard Total Treasury ETF position peaked at $218K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Vanguard Total Treasury ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.