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SeaBridge Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

SeaBridge Investment 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
2024
Q4 		– Sell
-77,175
Closed -$4.75M – 211
2024
Q3 		$4.75M Buy
77,175
+368
+0.5% +$22.2K 1.16% 23
2024
Q2 		$4.43M Sell
76,807
-576
-0.7% -$33K 1.15% 24
2024
Q1 		$4.58M Sell
77,383
-48,839
-39% -$2.89M 1.21% 22
2023
Q4 		$7.77M Buy
126,222
+47,659
+61% +$2.69M 2.26% 9
2023
Q3 		$4.36M Buy
78,563
+726
+0.9% +$43.4K 1.44% 14
2023
Q2 		$4.94M Buy
77,837
+44,111
+131% +$2.83M 1.63% 11
2023
Q1 		$2.21M Sell
33,726
-27
-0.1% -$1.74K 0.77% 46
2022
Q4 		$2.08M Sell
33,753
-4,065
-11% -$253K 0.74% 49
2022
Q3 		$2.38M Buy
37,818
+34,918
+1,204% +$2.41M 0.83% 40
2022
Q2 		$203K Buy
+2,900
New +$208K 0.07% 138

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 $10.6B AUM 19.73% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SeaBridge Investment Advisors's VGLT Position: Q4 2024 in Review

SeaBridge Investment Advisors sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 77,175 shares — an estimated $4.75M sold.

SeaBridge Investment Advisors first reported a position in VGLT in Q2 2022 and held it in 10 quarters. The position peaked at $7.77M in Q4 2023. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • SeaBridge Investment Advisors reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 77,175 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $4.75M.
  • SeaBridge Investment Advisors first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • SeaBridge Investment Advisors's Vanguard Long-Term Treasury ETF position peaked at $7.77M in Q4 2023.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.