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 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
89.8K+ 111.76% |
$4.68M - $5.61M
|
170K
$9.22M
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
88.6KNew |
$4.61M - $5.53M
|
88.6K
$4.8M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
86.3KNew |
$4.49M - $5.39M
|
86.3K
$4.67M
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
85.8K+ 816.26% |
$4.47M - $5.36M
|
96.3K
$5.22M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
82.3KNew |
$4.28M - $5.14M
|
82.3K
$4.46M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81.3K+ 796.21% |
$4.23M - $5.08M
|
91.6K
$4.96M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80.2K+ 54.66% |
$4.17M - $5.01M
|
227K
$12.3M
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
77.8K+ 120.18% |
$4.05M - $4.86M
|
143K
$7.73M
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
74.8K+ 923.61% |
$3.89M - $4.67M
|
82.9K
$4.49M
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
74.6KNew |
$3.88M - $4.66M
|
74.6K
$4.04M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
74.2K+ 100.59% |
$3.86M - $4.64M
|
148K
$8.02M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
72.2KNew |
$3.76M - $4.51M
|
72.2K
$3.91M
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
61.1KNew |
$3.18M - $3.82M
|
61.1K
$3.31M
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
60.4KNew |
$3.14M - $3.77M
|
60.4K
$3.27M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
57.6K+ 12.78% |
$3M - $3.6M
|
508K
$27.5M
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
54.3KNew |
$2.83M - $3.39M
|
54.3K
$2.94M
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
53.1KNew |
$2.77M - $3.32M
|
53.1K
$2.88M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.1K+ 29.26% |
$2.61M - $3.13M
|
221K
$12M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
49.7KNew |
$2.59M - $3.1M
|
49.7K
$2.69M
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
47.7K+ 60.66% |
$2.48M - $2.98M
|
126K
$6.84M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
46.6KNew |
$2.43M - $2.91M
|
46.6K
$2.52M
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
44.6KNew |
$2.32M - $2.78M
|
44.6K
$2.42M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
44.5KNew |
$2.32M - $2.78M
|
44.5K
$2.41M
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
43.7K+ 542.68% |
$2.27M - $2.73M
|
51.7K
$2.8M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.2K+ 47.1% |
$2.2M - $2.64M
|
132K
$7.14M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
39.6KNew |
$2.06M - $2.47M
|
39.6K
$2.15M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
39.1K+ 1034.12% |
$2.04M - $2.44M
|
42.9K
$2.32M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
37.5K+ 5.99% |
$1.95M - $2.34M
|
663K
$35.9M
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
36.3KNew |
$1.89M - $2.27M
|
36.3K
$1.97M
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
35.5K+ 18.98% |
$1.85M - $2.22M
|
222K
$12M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33.5K+ 51.54% |
$1.74M - $2.09M
|
98.6K
$5.34M
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
33KNew |
$1.72M - $2.06M
|
33K
$1.79M
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33K+ 97.75% |
$1.72M - $2.06M
|
66.7K
$3.61M
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
31.2K+ 152.63% |
$1.63M - $1.95M
|
51.7K
$2.8M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
30.8K+ 8.11% |
$1.6M - $1.93M
|
411K
$22.3M
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
30.4K+ 111.0% |
$1.58M - $1.9M
|
57.8K
$3.13M
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
30.3KNew |
$1.58M - $1.89M
|
30.3K
$1.64M
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
28.6K+ 7.98% |
$1.49M - $1.79M
|
387K
$21M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27.9K+ 369.88% |
$1.45M - $1.74M
|
35.5K
$1.92M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
23.5K+ 1.67% |
$1.22M - $1.47M
|
1.43M
$77.4M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.2KNew |
$1.21M - $1.45M
|
23.2K
$1.26M
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
21.4K+ 28.01% |
$1.11M - $1.34M
|
97.9K
$5.3M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.3KNew |
$1.11M - $1.33M
|
21.3K
$1.15M
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
20.5KNew |
$1.07M - $1.28M
|
20.5K
$1.11M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
19.6K+ 225.98% |
$1.02M - $1.23M
|
28.3K
$1.53M
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.5KNew |
$1.02M - $1.22M
|
19.5K
$1.06M
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$955K - $1.15M
|
18.4K
$994K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 404.8% |
$918K - $1.1M
|
22K
$1.19M
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
16.6K+ 30.07% |
$862K - $1.03M
|
71.7K
$3.88M
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16.2K+ 43859.46% |
$845K - $1.01M
|
16.3K
$881K
|