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 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-74- 69.16% |
$4.6K - $4.95K
|
33
$1.82K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-118- 0.2% |
$7.33K - $7.89K
|
59.7K
$3.3M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 36.62% |
$9.01K - $9.69K
|
251
$13.9K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-165- 9.31% |
$10.2K - $11K
|
1.61K
$88.7K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-185- 1.61% |
$11.5K - $12.4K
|
11.3K
$623K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-215- 1.41% |
$13.4K - $14.4K
|
15.1K
$831K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-219- 4.68% |
$13.6K - $14.6K
|
4.46K
$246K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-221- 27.52% |
$13.7K - $14.8K
|
582
$32.1K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-228- 5.47% |
$14.2K - $15.2K
|
3.94K
$217K
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-252- 1.84% |
$15.7K - $16.8K
|
13.4K
$740K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-320- 2.35% |
$19.9K - $21.4K
|
13.3K
$734K
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-325- 0.34% |
$20.2K - $21.7K
|
96.4K
$5.32M
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-337- 22.14% |
$20.9K - $22.5K
|
1.19K
$65.4K
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-431- 2.94% |
$26.8K - $28.8K
|
14.2K
$785K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-475- 4.68% |
$29.5K - $31.7K
|
9.68K
$534K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-708- 9.7% |
$44K - $47.3K
|
6.59K
$364K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-723- 5.15% |
$44.9K - $48.3K
|
13.3K
$735K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-726- 4.06% |
$45.1K - $48.5K
|
17.1K
$947K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-732- 49.53% |
$45.5K - $48.9K
|
746
$41.2K
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-807- 3.92% |
$50.1K - $53.9K
|
19.8K
$1.09M
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.03K- 9.05% |
$64K - $68.8K
|
10.3K
$571K
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.16K- 1.91% |
$71.7K - $77.2K
|
59.4K
$3.28M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.4K- 22.69% |
$86.7K - $93.3K
|
4.76K
$263K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.41K- 20.64% |
$87.3K - $94K
|
5.41K
$298K
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.41K- 20.75% |
$87.3K - $94K
|
5.37K
$296K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.55K- 16.58% |
$96.1K - $103K
|
7.78K
$430K
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.56K- 5.26% |
$97K - $104K
|
28.1K
$1.55M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.57K- 1.42% |
$97.2K - $105K
|
108K
$5.98M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.83K- 4.55% |
$113K - $122K
|
38.3K
$2.11M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.91K- 13.56% |
$119K - $128K
|
12.2K
$672K
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.97K- 6.2% |
$122K - $132K
|
29.8K
$1.64M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 55.26% |
$130K - $140K
|
1.7K
$93.8K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.28K- 16.32% |
$142K - $152K
|
11.7K
$646K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.44K- 27.61% |
$152K - $163K
|
6.4K
$353K
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-2.52K- 3.66% |
$156K - $168K
|
66.3K
$3.66M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.52K- 40.99% |
$157K - $168K
|
3.63K
$200K
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.93K- 17.46% |
$182K - $196K
|
13.8K
$764K
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.94K- 13.4% |
$182K - $196K
|
19K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-3.13K- 4.04% |
$194K - $209K
|
74.4K
$4.11M
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.21K- 0.94% |
$199K - $214K
|
338K
$18.6M
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-4.04K- 38.58% |
$251K - $270K
|
6.43K
$355K
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-4.3K- 27.05% |
$267K - $287K
|
11.6K
$639K
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.63K- 4.88% |
$288K - $309K
|
90.3K
$4.98M
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.58K- 46.26% |
$347K - $373K
|
6.49K
$358K
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.58K- 46.26% |
$347K - $373K
|
6.49K
$358K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.07K- 18.06% |
$377K - $406K
|
27.6K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 50.83% |
$406K - $436K
|
6.32K
$349K
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-6.61K- 3.41% |
$411K - $442K
|
187K
$10.3M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.88K- 10.92% |
$489K - $527K
|
64.2K
$3.55M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.05K- 45.14% |
$500K - $538K
|
9.78K
$540K
|