SageView Advisory Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

SageView Advisory Group’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	–	Sell	-2,811	Closed	-$157K	–	2356
2025 Q4	$157K	Buy	+2,811	New	+$160K	0.01%	669
2023 Q4	–	Sell	-13,116	Closed	-$728K	–	704
2023 Q3	$728K	Buy	13,116 +3,778	+40%	+$226K	0.04%	260
2023 Q2	$593K	Buy	+9,338	New	+$599K	0.03%	320

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $6.93B AUM 17.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SageView Advisory Group's VGLT Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 2,811 shares — an estimated $157K sold.

SageView Advisory Group first reported a position in VGLT in Q2 2023 and held it in 3 quarters. The position peaked at $728K in Q3 2023. 435 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

SageView Advisory Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,811 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $157K.
SageView Advisory Group first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and held it in 3 quarters.
SageView Advisory Group's Vanguard Long-Term Treasury ETF position peaked at $728K in Q3 2023.
435 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.