VWM
SGVT

Vermillion Wealth Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Vermillion Wealth Management’s Portfolio SGVT Stock Details SGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.9K Sell
495
-2,043
-80% -$206K 0.01% 619
2026
Q1 		$256K Hold
2,538
– – 0.1% 87
2025
Q4 		$255K Buy
+2,538
New +$255K 0.1% 84

Other funds holding SGVT

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
MWM
Mascagni Wealth Management Clinton, Mississippi $161M AUM 26.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Vermillion Wealth Management's SGVT Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Schwab Government Money Market ETF (SGVT) stake by 80% in Q2 2026, selling an estimated $206K and leaving 495 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #619.

Vermillion Wealth Management first reported a position in SGVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 35 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Vermillion Wealth Management held 495 shares of Schwab Government Money Market ETF worth $49.9K as of Q2 2026.
  • Vermillion Wealth Management sold 2,043 Schwab Government Money Market ETF shares in Q2 2026, an estimated $206K.
  • Schwab Government Money Market ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #619 holding.
  • Vermillion Wealth Management first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Vermillion Wealth Management's Schwab Government Money Market ETF position peaked at $256K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.