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

Robertson Stephens 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
2024
Q4 		– Sell
-199,368
Closed -$12.3M – 639
2024
Q3 		$12.3M Buy
+199,368
New +$12M 0.44% 48

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Robertson Stephens Wealth Management's VGLT Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 199,368 shares — an estimated $12.3M sold.

Robertson Stephens Wealth Management first reported a position in VGLT in Q3 2024 and held it in 1 quarter. The position peaked at $12.3M in Q3 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 199,368 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $12.3M.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $12.3M in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.