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Vanguard Lg Term Govt Bd ETF shares owned by Holistic Planning

Quarter-by-quarter ownership of Vanguard Lg Term Govt Bd ETF (VGLT) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Vanguard Lg Term Govt Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Lg Term Govt Bd ETF held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Lg Term Govt Bd ETF by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $934k 17k 55.80
2025-09-30 $717k 13k 56.86
2025-06-30 $769k 14k 56.12
2025-03-31 $765k 13k 57.61
2024-12-31 $741k 13k 55.35

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Vanguard Lg Term Govt Bd ETF

Empower Advisory Group
Ameriprise Financial
Ing Investment Management
Nepc
Cassaday & Co Wealth Management
Nan Shan Life Insurance
Mirae Asset Global Investments
Cambridge Associates
Envestnet Asset Management
LPL Financial
CI Private Wealth
Alan Leist III
UBS Group
Brian McDonald
Prime Capital Investment Advisors

View all funds holding Vanguard Lg Term Govt Bd ETF