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Cassaday & Co Wealth Management LLC: VGLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassaday & Co Wealth Management LLC on VGLT, newest first. How the timeline and the estimate are built.

Cassaday & Co Wealth Management LLC held 4,001,465 VGLT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,001,465 shares
    Change vs previous 13F -866,317 shares

    4.15% of the 13F portfolio, value $220,800,831.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,867,782 shares
    Change vs previous 13F +147,421 shares

    5.74% of the 13F portfolio, value $269,456,084.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,720,361 shares
    Change vs previous 13F +165,849 shares

    5.55% of the 13F portfolio, value $263,396,133.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,554,512 shares
    Change vs previous 13F +197,956 shares

    5.97% of the 13F portfolio, value $258,969,569.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,356,556 shares
    Change vs previous 13F +575,079 shares

    6.12% of the 13F portfolio, value $244,489,915.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,781,477 shares
    Change vs previous 13F +713,762 shares

    6.13% of the 13F portfolio, value $217,850,905.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,067,715 shares
    Change vs previous 13F -768,977 shares

    4.63% of the 13F portfolio, value $169,798,038.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,836,692 shares
    Change vs previous 13F not available

    6.68% of the 13F portfolio, value $236,110,020.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).