Sightline Wealth Advisors, LLC VGLT VANGUARD SCOTTSDALE FDS

Ownership history in Sightline Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Sightline Wealth Advisors, LLC reported VANGUARD SCOTTSDALE FDS (VGLT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.41% in 2024 Q3. The latest visible filing shows VGLT at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VGLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sightline Wealth Advisors, LLC's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VGLT was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sightline Wealth Advisors, LLC held VGLT — position size vs. price
% of Fund (quarterly)    VGLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,101 +94 +0.7% 0.31% $725K 2026-04-15 $55.06
2025 Q4 ADDED 13,007 +190 +1.5% 0.31% $726K 2026-01-26 $55.30
2025 Q3 ADDED 12,817 +143 +1.1% 0.33% $729K 2025-11-03 $55.57
2025 Q2 ADDED 12,674 +138 +1.1% 0.34% $711K 2025-07-15 $52.02
2025 Q1 ADDED 12,536 +87 +0.7% 0.38% $722K 2025-04-29 $54.25
2024 Q4 ADDED 12,449 +261 +2.1% 0.37% $689K 2025-01-13 $50.77
2024 Q3 INITIATED 12,188 0.41% $750K 2024-10-21 $53.99

FAQ About Sightline Wealth Advisors, LLC and VGLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sightline Wealth Advisors, LLC reported owning VGLT?

Sightline Wealth Advisors, LLC reported VGLT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VGLT position in Sightline Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for VGLT was 0.41% in 2024 Q3.

What is the latest reported VGLT position on this page?

The most recent filing on this page is 2026 Q1, when Sightline Wealth Advisors, LLC reported 13,101 shares, equal to 0.31% of portfolio, with an estimated market value of $725K.

What does the chart on this VGLT ownership page compare?

The chart compares Sightline Wealth Advisors, LLC's quarterly VGLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sightline Wealth Advisors, LLC time their VGLT position?

Based on 13F filing dates vs. subsequent VGLT price moves, Sightline Wealth Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on VGLT relative to SPY over the holding period was -11.4%.

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