Purchases and Sales Made in Q2 2023 in Vanguard Long Term Treasury Et (VGLT)
This table provides information about the institutional ownership of Vanguard Long Term Treasury Et (VGLT) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD LONG TERM TREASURY ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
696New |
$43.2K - $46.5K
|
696
$38.7K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
692+ 4.01% |
$43K - $46.2K
|
18K
$999K
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
634+ 4.55% |
$39.4K - $42.4K
|
14.6K
$811K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
610+ 3.69% |
$37.9K - $40.8K
|
17.1K
$955K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
599+ 28.91% |
$37.2K - $40K
|
2.67K
$149K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
585+ 7.34% |
$36.3K - $39.1K
|
8.56K
$477K
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
487+ 15.19% |
$30.3K - $32.5K
|
3.69K
$206K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
460+ 0.73% |
$28.6K - $30.7K
|
63.5K
$3.54M
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
442+ 1.91% |
$27.5K - $29.5K
|
23.5K
$1.31M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
432+ 61.71% |
$26.8K - $28.9K
|
1.13K
$63K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
418+ 18.41% |
$26K - $27.9K
|
2.69K
$150K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
376+ 5.47% |
$23.4K - $25.1K
|
7.25K
$403K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
322New |
$20K - $21.5K
|
322
$17.9K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
288+ 6.18% |
$17.9K - $19.2K
|
4.95K
$276K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
270+ 2.01% |
$16.8K - $18K
|
13.7K
$762K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
260New |
$16.2K - $17.4K
|
260
$14.5K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
240+ 421.05% |
$14.9K - $16K
|
297
$16.5K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
227New |
$14.1K - $15.2K
|
227
$12.6K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
191+ 0.77% |
$11.9K - $12.8K
|
24.9K
$1.39M
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
181New |
$11.2K - $12.1K
|
181
$10.1K
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
170+ 1.46% |
$10.6K - $11.4K
|
11.8K
$659K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
132New |
$8.2K - $8.82K
|
132
$7.35K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
93+ 41.15% |
$5.78K - $6.22K
|
319
$17.8K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
82+ 65.08% |
$5.09K - $5.48K
|
208
$11.6K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
82+ 6.08% |
$5.09K - $5.48K
|
1.43K
$79.6K
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
80+ 2.75% |
$4.97K - $5.35K
|
2.99K
$167K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
77+ 15.1% |
$4.78K - $5.15K
|
587
$32.7K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
75New |
$4.66K - $5.01K
|
75
$4.18K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
69+ 82.14% |
$4.29K - $4.61K
|
153
$8.52K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64New |
$3.98K - $4.28K
|
64
$3.56K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
64New |
$3.98K - $4.28K
|
64
$3.56K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
48New |
$2.98K - $3.21K
|
48
$2.67K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33+ 0.22% |
$2.05K - $2.21K
|
14.7K
$820K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32New |
$1.99K - $2.14K
|
32
$1.78K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
32New |
$1.99K - $2.14K
|
32
$1.78K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29+ 0.65% |
$1.8K - $1.94K
|
4.48K
$249K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 16.55% |
$1.49K - $1.6K
|
169
$9.41K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 11.06% |
$1.37K - $1.47K
|
221
$12.3K
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
21+ 0.05% |
$1.3K - $1.4K
|
42.1K
$2.34M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 0.52% |
$1.3K - $1.4K
|
4.03K
$225K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13+ 0.04% |
$808 - $869
|
29.4K
$1.64M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 133.33% |
$497 - $535
|
14
$779
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.61% |
$311 - $334
|
827
$46K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5New |
$311 - $334
|
5
$278
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
5+ 0.12% |
$311 - $334
|
4.3K
$239K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2New |
$124 - $134
|
2
$111
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2New |
$124 - $134
|
2
$111
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.29% |
$62.1 - $66.8
|
348
$19.4K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16- 0.3% |
$994 - $1.07K
|
5.28K
$294K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 92.31% |
$2.24K - $2.41K
|
3
$167
|