Sand Hill Global Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Sand Hill Global Advisors’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
2025 Q1	–	Sell	-396,090	Closed	-$21.9M	–	209
2024 Q4	$21.9M	Sell	396,090 -2,252	-0.6%	-$131K	0.93%	19
2024 Q3	$24.5M	Buy	398,342 +17,514	+5%	+$1.06M	1.03%	16
2024 Q2	$22M	Sell	380,828 -10,621	-3%	-$608K	1%	17
2024 Q1	$23.2M	Sell	391,449 -825,059	-68%	-$48.8M	1.1%	16
2023 Q4	$74.9M	Buy	1,216,508 +558,130	+85%	+$31.5M	3.6%	8
2023 Q3	$36.5M	Sell	658,378 -500,586	-43%	-$29.9M	2.01%	10
2023 Q2	$73.6M	Buy	1,158,964 +334,823	+41%	+$21.5M	3.66%	7
2023 Q1	$54M	Buy	824,141 +90,890	+12%	+$5.86M	2.9%	10
2022 Q4	$45.2M	Sell	733,251 -64,617	-8%	-$4.02M	2.55%	9
2022 Q3	$50.2M	Sell	797,868 -6,413	-0.8%	-$442K	3.16%	8
2022 Q2	$56.4M	Buy	+804,281	New	+$57.8M	3.21%	8

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

NSLI

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Sand Hill Global Advisors's VGLT Position: Q1 2025 in Review

Sand Hill Global Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025, closing a stake of 396,090 shares — an estimated $21.9M sold.

Sand Hill Global Advisors first reported a position in VGLT in Q2 2022 and held it in 11 quarters. The position peaked at $74.9M in Q4 2023. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

Sand Hill Global Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Sand Hill Global Advisors sold 396,090 Vanguard Long-Term Treasury ETF shares in Q1 2025, an estimated $21.9M.
Sand Hill Global Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and held it in 11 quarters.
Sand Hill Global Advisors's Vanguard Long-Term Treasury ETF position peaked at $74.9M in Q4 2023.
405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

Based on Sand Hill Global Advisors's 13F filing for Q1 2025, filed 13 May 2025.