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 |
---|---|---|---|---|---|---|---|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5.42KNew |
$337K - $362K
|
5.42K
$302K
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.91K+ 3.79% |
$305K - $328K
|
134K
$7.48M
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.75K+ 34.31% |
$295K - $317K
|
18.6K
$1.03M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
4.67KNew |
$290K - $312K
|
4.67K
$260K
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.6KNew |
$285K - $307K
|
4.6K
$256K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.5K+ 97.32% |
$280K - $301K
|
9.12K
$508K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.4K+ 97.93% |
$274K - $294K
|
8.9K
$496K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.37K+ 77.02% |
$271K - $292K
|
10K
$559K
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.31K+ 38.14% |
$268K - $288K
|
15.6K
$870K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.13K+ 6.83% |
$256K - $276K
|
64.6K
$3.6M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4KNew |
$248K - $267K
|
4K
$222K
|
|
Jan 29, 2025
Q2 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3.96K+ 9.23% |
$246K - $264K
|
46.8K
$2.61M
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.87KNew |
$240K - $259K
|
3.87K
$215K
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.86K+ 2.14% |
$240K - $258K
|
184K
$10.3M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.61KNew |
$225K - $242K
|
3.61K
$201K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.5KNew |
$218K - $234K
|
3.5K
$195K
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.47KNew |
$215K - $232K
|
3.47K
$193K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.2KNew |
$199K - $214K
|
3.2K
$178K
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
3.13K+ 6.28% |
$195K - $209K
|
53K
$2.95M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.82K+ 185.59% |
$175K - $189K
|
4.34K
$242K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.74K+ 84.49% |
$170K - $183K
|
5.97K
$332K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
2.53K+ 36.6% |
$157K - $169K
|
9.43K
$525K
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.4K+ 185.27% |
$149K - $161K
|
3.7K
$206K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.39K+ 75.32% |
$149K - $160K
|
5.57K
$310K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.33K+ 6.84% |
$145K - $156K
|
36.4K
$2.03M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.32K+ 7.93% |
$144K - $155K
|
31.5K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.31K+ 11.76% |
$144K - $154K
|
22K
$1.22M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.23K+ 14.91% |
$138K - $149K
|
17.2K
$955K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2K+ 7.41% |
$124K - $134K
|
29K
$1.61M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.86K+ 11.53% |
$115K - $124K
|
18K
$1M
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
BUY
|
- |
1.8K+ 3.74% |
$112K - $120K
|
50K
$2.78M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.73K+ 10.12% |
$107K - $116K
|
18.8K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.51KNew |
$93.6K - $101K
|
1.51K
$83.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.35KNew |
$83.9K - $90.3K
|
1.35K
$75.2K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.34K+ 443.23% |
$83.4K - $89.8K
|
1.65K
$91.6K
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.22K+ 15.91% |
$75.7K - $81.4K
|
8.88K
$494K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.19K+ 17.75% |
$73.7K - $79.3K
|
7.87K
$438K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.18K+ 7.17% |
$73.1K - $78.7K
|
17.6K
$980K
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
1.12K+ 2.1% |
$69.5K - $74.7K
|
54.3K
$3.02M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
982+ 17.3% |
$61K - $65.6K
|
6.66K
$371K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
933+ 3.89% |
$58K - $62.4K
|
24.9K
$1.39M
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
900+ 2.33% |
$55.9K - $60.1K
|
39.5K
$2.2M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
866+ 6.19% |
$53.8K - $57.9K
|
14.9K
$827K
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
812+ 4.67% |
$50.4K - $54.3K
|
18.2K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
784New |
$48.7K - $52.4K
|
784
$43.6K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
777+ 14.64% |
$48.3K - $51.9K
|
6.09K
$339K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
775+ 4.52% |
$48.1K - $51.8K
|
17.9K
$998K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
746New |
$46.3K - $49.9K
|
746
$41.5K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
729+ 119.31% |
$45.3K - $48.7K
|
1.34K
$74.6K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
703+ 28.21% |
$43.7K - $47K
|
3.2K
$178K
|