AWM
VGVT

AE Wealth Management’s Vanguard Government Securities Active ETF VGVT Stock Holding History

AE Wealth Management’s Portfolio VGVT Stock Details VGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18
Closed -$1.37K – 2733
2025
Q4 		$1.37K Buy
+18
New +$1.38K ﹤0.01% 2367

Other funds holding VGVT

CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AE Wealth Management's VGVT Position: Q1 2026 in Review

AE Wealth Management sold out of Vanguard Government Securities Active ETF (VGVT) in Q1 2026, closing a stake of 18 shares — an estimated $1.37K sold.

AE Wealth Management first reported a position in VGVT in Q4 2025 and held it in 1 quarter. The position peaked at $1.37K in Q4 2025. 7 funds tracked by Wall St. Rank hold VGVT as of Q1 2026.

  • AE Wealth Management reported no remaining Vanguard Government Securities Active ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 18 Vanguard Government Securities Active ETF shares in Q1 2026, an estimated $1.37K.
  • AE Wealth Management first reported a position in Vanguard Government Securities Active ETF in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Vanguard Government Securities Active ETF position peaked at $1.37K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Vanguard Government Securities Active ETF as of Q1 2026.

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