SGAM
VGLT icon

Stephens Group Asset Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Stephens Group Asset 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
2025
Q2 		– Sell
-646,593
Closed -$37.3M – 34
2025
Q1 		$37.3M Buy
646,593
+221,286
+52% +$12.5M 3% 14
2024
Q4 		$23.5M Buy
425,307
+13,104
+3% +$759K 1.96% 14
2024
Q3 		$25.4M Buy
412,203
+149,739
+57% +$9.05M 2.12% 14
2024
Q2 		$15.1M Buy
262,464
+169
+0.1% +$9.67K 1.38% 16
2024
Q1 		$15.5M Buy
262,295
+2,288
+0.9% +$135K 1.42% 16
2023
Q4 		$16M Buy
+260,007
New +$14.7M 1.56% 16

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return