Purchases and Sales Made in Q4 2023 in Vanguard Long Term Treasury Et (VGLT)
This table provides information about the institutional ownership of Vanguard Long Term Treasury Et (VGLT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.1M+ 332.14% |
$892M - $1.07B
|
22.3M
$1.21B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2M+ 1387.37% |
$635M - $762M
|
13.1M
$709M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.19MNew |
$426M - $512M
|
8.19M
$444M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.81M+ 206.43% |
$198M - $238M
|
5.65M
$306M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2M+ 15.37% |
$104M - $125M
|
15M
$813M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.9M+ 16250.07% |
$99M - $119M
|
1.91M
$104M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.41MNew |
$73.6M - $88.3M
|
1.41M
$76.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.32M+ 18.61% |
$68.8M - $82.5M
|
8.42M
$456M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.26MNew |
$65.3M - $78.4M
|
1.26M
$68M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 14.34% |
$55M - $65.9M
|
8.42M
$456M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
966K+ 128.02% |
$50.3M - $60.3M
|
1.72M
$93.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
877K+ 80.91% |
$45.6M - $54.8M
|
1.96M
$106M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
706K+ 67.87% |
$36.8M - $44.1M
|
1.75M
$94.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
686K+ 215.78% |
$35.7M - $42.9M
|
1M
$54.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
604K+ 234.39% |
$31.5M - $37.7M
|
862K
$46.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
558K+ 84.77% |
$29.1M - $34.8M
|
1.22M
$65.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
434K+ 156.17% |
$22.6M - $27.1M
|
712K
$38.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
400K+ 363.64% |
$20.8M - $25M
|
510K
$27.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Rainwater Charitable Foundation
|
BUY
|
- |
321KNew |
$16.7M - $20.1M
|
321K
$17.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
303KNew |
$15.8M - $18.9M
|
303K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
301K+ 1538.88% |
$15.7M - $18.8M
|
321K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
293K+ 19.95% |
$15.2M - $18.3M
|
1.76M
$95.4M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
264KNew |
$13.7M - $16.5M
|
264K
$14.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
260KNew |
$13.5M - $16.2M
|
260K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
233K+ 63.9% |
$12.1M - $14.5M
|
597K
$32.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
230K+ 778.0% |
$12M - $14.4M
|
260K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
223K+ 59.93% |
$11.6M - $13.9M
|
595K
$32.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
219KNew |
$11.4M - $13.7M
|
219K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
219KNew |
$11.4M - $13.7M
|
219K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
206K+ 6.55% |
$10.7M - $12.9M
|
3.35M
$182M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
201K+ 139.35% |
$10.5M - $12.5M
|
345K
$18.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
196K+ 8.81% |
$10.2M - $12.2M
|
2.42M
$131M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
192K+ 37.75% |
$10M - $12M
|
702K
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 26.31% |
$9.92M - $11.9M
|
915K
$49.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
189K+ 850.05% |
$9.85M - $11.8M
|
212K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
176KNew |
$9.14M - $11M
|
176K
$9.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Quadratic Capital Management LLC
|
BUY
|
- |
164K+ 26.98% |
$8.53M - $10.2M
|
771K
$41.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
151KNew |
$7.86M - $9.43M
|
151K
$8.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
146KNew |
$7.6M - $9.11M
|
146K
$7.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
143K+ 101.31% |
$7.44M - $8.93M
|
284K
$15.4M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
142KNew |
$7.39M - $8.87M
|
142K
$7.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
134KNew |
$6.97M - $8.36M
|
134K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
127K+ 130.63% |
$6.59M - $7.91M
|
224K
$12.1M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
126KNew |
$6.54M - $7.85M
|
126K
$6.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
107K+ 68642.95% |
$5.57M - $6.69M
|
107K
$5.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
104K+ 193.38% |
$5.43M - $6.51M
|
158K
$8.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
103K+ 1906.84% |
$5.38M - $6.46M
|
109K
$5.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
98K+ 137.8% |
$5.1M - $6.12M
|
169K
$9.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
BUY
|
- |
97.4KNew |
$5.07M - $6.08M
|
97.4K
$5.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
94.9K+ 10.39% |
$4.94M - $5.92M
|
1.01M
$54.6M
|