SHP Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

SHP Wealth Management’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	$7.75K	Buy	+140	New	+$7.86K	﹤0.01%	963

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 $5.32B AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SHP Wealth Management's VGLT Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026: 140 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings.

431 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

SHP Wealth Management held 140 shares of Vanguard Long-Term Treasury ETF worth $7.75K as of Q1 2026.
Vanguard Long-Term Treasury ETF was a new SHP Wealth Management position in Q1 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #963 holding.
431 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.