Sagace Wealth Management LLC VCLT holdings history
VANGUARD LONG-TERM CORP BOND · CUSIP 92206C813 · CIK 2027449
As of 2026-06-30, Sagace Wealth Management LLC reported 61.41K VCLT (shares), valued at $4.62M, or 2.92% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares decreased 0.00%; reported value increased 0.71%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.92% | 61,405 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 3.11% | 61,406 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 4.96% | 96,236 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 5.03% | 95,037 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 2.44% | 42,973 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 2.42% | 42,178 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 2.39% | 42,595 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 8.90% | 145,404 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 9.42% | 124,995 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | 9.42% | 124,995 | $9.61M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 8.90% | 145,404 | $11.50M | Shares increased 16.33%; reported value increased 19.64%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.39% | 42,595 | $3.19M | Shares decreased 70.71%; reported value decreased 72.31%, and weight changed -6.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 2.42% | 42,178 | $3.20M | Shares decreased 0.98%; reported value increased 0.52%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 2.44% | 42,973 | $3.26M | Shares increased 1.88%; reported value increased 1.87%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 5.03% | 95,037 | $7.38M | Shares increased 121.16%; reported value increased 126.25%, and weight changed +2.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 4.96% | 96,236 | $7.30M | Shares increased 1.26%; reported value decreased 1.09%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 3.11% | 61,406 | $4.59M | Shares decreased 36.19%; reported value decreased 37.14%, and weight changed -1.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 2.92% | 61,405 | $4.62M | Shares decreased 0.00%; reported value increased 0.71%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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