Sage Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Sage Advisory Services’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 Q1	–	Sell	-3,740	Closed	-$230K	–	52
2023 Q4	$230K	Buy	+3,740	New	+$211K	0.06%	52
2019 Q1	–	Sell	-7,187	Closed	-$536K	–	62
2018 Q4	$536K	Buy	7,187 +29	+0.4%	+$2.07K	0.06%	42
2018 Q3	$516K	Hold	7,158	–	–	0.05%	43
2018 Q2	$535K	Sell	7,158 -10	-0.1%	-$736	0.05%	39
2018 Q1	$537K	Sell	7,168 -19,288	-73%	-$1.43M	0.05%	42
2017 Q4	$2.06M	Hold	26,456	–	–	0.21%	30
2017 Q3	$2.03M	Buy	26,456 +9,615	+57%	+$744K	0.22%	27
2017 Q2	$1.3M	Buy	16,841 +4,690	+39%	+$358K	0.15%	25
2017 Q1	$906K	Buy	+12,151	New	+$901K	0.11%	25

Other funds holding VGLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sage Advisory Services's VGLT Position: Q1 2024 in Review

Sage Advisory Services sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 3,740 shares — an estimated $230K sold.

Sage Advisory Services first reported a position in VGLT in Q1 2017 and held it in 9 quarters. The position peaked at $2.06M in Q4 2017. 362 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

Sage Advisory Services reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Sage Advisory Services sold 3,740 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $230K.
Sage Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q1 2017 and held it in 9 quarters.
Sage Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $2.06M in Q4 2017.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on Sage Advisory Services's 13F filing for Q1 2024, filed 26 Apr 2024.