Purchases and Sales Made in Q1 2023 in Vanguard Long Term Treasury Et (VGLT)
This table provides information about the institutional ownership of Vanguard Long Term Treasury Et (VGLT) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.27MNew |
$140M - $152M
|
2.27M
$127M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.15M+ 32.93% |
$132M - $144M
|
8.7M
$484M
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
886KNew |
$54.4M - $59.2M
|
886K
$49.3M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
764KNew |
$46.9M - $51.1M
|
764K
$42.5M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
761KNew |
$46.7M - $50.9M
|
761K
$42.4M
|
|
Apr 12, 2023
Q1 2023
|
Quadratic Capital Management LLC
|
BUY
|
- |
651K+ 151.68% |
$39.9M - $43.5M
|
1.08M
$60.1M
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
612K+ 679.78% |
$37.6M - $40.9M
|
702K
$39.1M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
566K+ 439.0% |
$34.7M - $37.8M
|
695K
$38.7M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
356K+ 2990.06% |
$21.9M - $23.8M
|
368K
$20.5M
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
235KNew |
$14.4M - $15.7M
|
235K
$13.1M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
215KNew |
$13.2M - $14.4M
|
215K
$12M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
197KNew |
$12.1M - $13.1M
|
197K
$10.9M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
196K+ 31.23% |
$12M - $13.1M
|
823K
$45.8M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
193K+ 23.32% |
$11.8M - $12.9M
|
1.02M
$56.8M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
191K+ 100.6% |
$11.7M - $12.8M
|
382K
$21.2M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
166K+ 12.58% |
$10.2M - $11.1M
|
1.48M
$82.6M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
121KNew |
$7.44M - $8.11M
|
121K
$6.75M
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
105K+ 18.31% |
$6.47M - $7.05M
|
681K
$37.9M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
98.3K+ 116.57% |
$6.03M - $6.57M
|
183K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
97.5K+ 81.28% |
$5.98M - $6.52M
|
217K
$12.1M
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
96.8KNew |
$5.94M - $6.47M
|
96.8K
$5.39M
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
94.9KNew |
$5.82M - $6.34M
|
94.9K
$5.28M
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
90.9K+ 12.4% |
$5.58M - $6.08M
|
824K
$45.9M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89K+ 127.36% |
$5.46M - $5.95M
|
159K
$8.85M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
74.9KNew |
$4.59M - $5M
|
74.9K
$4.17M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
71.8K+ 7.7% |
$4.41M - $4.8M
|
1M
$55.9M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.8K+ 38.67% |
$4.35M - $4.74M
|
254K
$14.1M
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
66.8K+ 41.03% |
$4.1M - $4.47M
|
230K
$12.8M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
65.1K+ 33.51% |
$3.99M - $4.35M
|
259K
$14.4M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
63.1KNew |
$3.87M - $4.22M
|
63.1K
$3.51M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.8K+ 20.56% |
$3.85M - $4.2M
|
368K
$20.5M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
62.1K+ 187.32% |
$3.81M - $4.15M
|
95.3K
$5.3M
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
60.5KNew |
$3.71M - $4.05M
|
60.5K
$3.37M
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
59.3KNew |
$3.64M - $3.97M
|
59.3K
$3.3M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
58.1KNew |
$3.56M - $3.88M
|
58.1K
$3.23M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.5K+ 85.41% |
$3.41M - $3.71M
|
121K
$6.71M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
54.1K+ 3.46% |
$3.32M - $3.62M
|
1.62M
$90.1M
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
53.9K+ 1585.29% |
$3.31M - $3.6M
|
57.3K
$3.19M
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
48.2KNew |
$2.95M - $3.22M
|
48.2K
$2.68M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
36.6K+ 46.91% |
$2.25M - $2.45M
|
115K
$6.38M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
32.9K+ 20.08% |
$2.02M - $2.2M
|
197K
$11M
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
32.3K+ 88.73% |
$1.98M - $2.16M
|
68.8K
$3.83M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 11.63% |
$1.76M - $1.91M
|
275K
$15.3M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27KNew |
$1.66M - $1.81M
|
27K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
26.8K+ 120.02% |
$1.65M - $1.79M
|
49.2K
$2.74M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.4KNew |
$1.62M - $1.77M
|
26.4K
$1.47M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
25.5KNew |
$1.57M - $1.71M
|
25.5K
$1.42M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24.9K+ 31.77% |
$1.53M - $1.67M
|
103K
$5.76M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
22.2K+ 7.16% |
$1.36M - $1.48M
|
332K
$18.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.2K+ 45.01% |
$1.3M - $1.42M
|
68.2K
$3.8M
|