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

Sanctuary 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 		$2.82K Hold
51
– – ﹤0.01% 219
2024
Q3 		$3.14K Hold
51
– – ﹤0.01% 221
2024
Q2 		$2.94K Buy
+51
New +$2.92K ﹤0.01% 202
2022
Q1 		– Sell
-114,409
Closed -$10.2M – 41
2021
Q4 		$10.2M Buy
+114,409
New +$10.2M 10.89% 3

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

Sanctuary Wealth Management's VGLT Position: Q4 2024 in Review

Sanctuary Wealth Management held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q4 2024 at 51 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Sanctuary Wealth Management first reported a position in VGLT in Q4 2021 and has held it in 4 quarters since. The position peaked at $10.2M in Q4 2021. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • Sanctuary Wealth Management held 51 shares of Vanguard Long-Term Treasury ETF worth $2.82K as of Q4 2024.
  • Sanctuary Wealth Management left its Vanguard Long-Term Treasury ETF share count unchanged in Q4 2024.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #219 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
  • Sanctuary Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $10.2M in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.