Purchases and Sales Made in Q1 2024 in Vanguard Long Term Treasury Et (VGLT)
This table provides information about the institutional ownership of Vanguard Long Term Treasury Et (VGLT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
7.21K+ 2.73% |
$416K - $442K
|
271K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.19K+ 60.6% |
$415K - $442K
|
19.1K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7.17K+ 4.24% |
$414K - $440K
|
176K
$9.95M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.9KNew |
$398K - $424K
|
6.9K
$389K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
6.88K+ 6.32% |
$397K - $422K
|
116K
$6.53M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6.71K+ 4.72% |
$387K - $412K
|
149K
$8.39M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.51K+ 58.09% |
$376K - $400K
|
17.7K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.49KNew |
$375K - $398K
|
6.49K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
6.27K+ 4.68% |
$362K - $385K
|
140K
$7.91M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.24K+ 4.09% |
$360K - $383K
|
159K
$8.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6.06K+ 4.25% |
$350K - $372K
|
149K
$8.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.99KNew |
$346K - $367K
|
5.99K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
5.88K+ 24.97% |
$339K - $361K
|
29.4K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.8K+ 8.97% |
$335K - $356K
|
70.5K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 23850.0% |
$330K - $351K
|
5.75K
$324K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.69KNew |
$328K - $349K
|
5.69K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.6KNew |
$323K - $344K
|
5.6K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.42K+ 25.62% |
$313K - $333K
|
26.6K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.37K+ 30.4% |
$310K - $330K
|
23K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.32K+ 13.41% |
$307K - $326K
|
45K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.29KNew |
$305K - $325K
|
5.29K
$299K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.05KNew |
$291K - $310K
|
5.05K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.04KNew |
$291K - $310K
|
5.04K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.9KNew |
$283K - $301K
|
4.9K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4.85KNew |
$280K - $298K
|
4.85K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.63KNew |
$268K - $285K
|
4.63K
$262K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.54KNew |
$262K - $279K
|
4.54K
$256K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.48K+ 7.42% |
$259K - $275K
|
64.9K
$3.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.1KNew |
$237K - $252K
|
4.1K
$232K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
3.8K+ 8.23% |
$219K - $233K
|
49.9K
$2.82M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.75K+ 15.19% |
$216K - $230K
|
28.4K
$1.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.71KNew |
$214K - $228K
|
3.71K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.53K+ 8.73% |
$203K - $216K
|
43.9K
$2.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.47KNew |
$200K - $213K
|
3.47K
$196K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.43KNew |
$198K - $211K
|
3.43K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.39K+ 2.78% |
$196K - $208K
|
125K
$7.07M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.35K+ 34.99% |
$193K - $206K
|
12.9K
$729K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3.31K+ 6.59% |
$191K - $203K
|
53.5K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.23K+ 74.02% |
$187K - $198K
|
7.6K
$429K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.2K+ 21.82% |
$185K - $196K
|
17.9K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.11K+ 17.41% |
$179K - $191K
|
21K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.95KNew |
$170K - $181K
|
2.95K
$166K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.83KNew |
$163K - $174K
|
2.83K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.59K+ 18.87% |
$150K - $159K
|
16.3K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.48K+ 15.27% |
$143K - $152K
|
18.7K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.44K+ 16.96% |
$141K - $150K
|
16.8K
$948K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.29K+ 0.88% |
$132K - $140K
|
262K
$14.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.27K+ 1.07% |
$131K - $139K
|
214K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.22K+ 1.27% |
$128K - $136K
|
176K
$9.95M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.11K+ 59.5% |
$122K - $130K
|
5.66K
$320K
|