Purchases and Sales Made in Q3 2023 in Vanguard Long Term Treasury Et (VGLT)
This table provides information about the institutional ownership of Vanguard Long Term Treasury Et (VGLT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
28K+ 57.67% |
$1.55M - $1.78M
|
76.5K
$4.14M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.8KNew |
$1.37M - $1.58M
|
24.8K
$1.34M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
24.5K+ 21.14% |
$1.36M - $1.56M
|
140K
$7.6M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
23.1K+ 7.83% |
$1.28M - $1.47M
|
318K
$17.2M
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
23K+ 349.27% |
$1.27M - $1.46M
|
29.6K
$1.6M
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
22.4K+ 10.09% |
$1.24M - $1.42M
|
244K
$13.2M
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.2KNew |
$1.23M - $1.41M
|
22.2K
$1.2M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
21.6K+ 97.14% |
$1.19M - $1.37M
|
43.8K
$2.37M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
20K+ 9.56% |
$1.11M - $1.27M
|
229K
$12.4M
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
19.6KNew |
$1.08M - $1.25M
|
19.6K
$1.06M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.6KNew |
$975K - $1.12M
|
17.6K
$955K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
17.5KNew |
$968K - $1.11M
|
17.5K
$947K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
16K+ 31.93% |
$887K - $1.02M
|
66.2K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.2K+ 234.13% |
$789K - $906K
|
20.3K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 209.19% |
$751K - $863K
|
20.1K
$1.09M
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 209.19% |
$751K - $863K
|
20.1K
$1.09M
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
13.6K+ 7.24% |
$750K - $862K
|
201K
$10.9M
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
12.8K+ 23.57% |
$708K - $814K
|
67.1K
$3.63M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.5K+ 167.47% |
$691K - $794K
|
19.9K
$1.08M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.7KNew |
$648K - $745K
|
11.7K
$634K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 9.76% |
$639K - $735K
|
130K
$7.03M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
11.3K+ 112.52% |
$625K - $719K
|
21.3K
$1.16M
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.1K+ 16.41% |
$617K - $709K
|
79K
$4.28M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 40.68% |
$580K - $666K
|
36.2K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
10.1K+ 15.35% |
$559K - $643K
|
75.9K
$4.11M
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.68KNew |
$536K - $616K
|
9.68K
$524K
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
9.19KNew |
$509K - $585K
|
9.19K
$498K
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
9.05K+ 68.43% |
$501K - $576K
|
22.3K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.31KNew |
$460K - $528K
|
8.31K
$450K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
8.14K+ 15.36% |
$451K - $518K
|
61.1K
$3.31M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.13K+ 5.98% |
$450K - $517K
|
144K
$7.81M
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
8.1KNew |
$448K - $515K
|
8.1K
$439K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.07K+ 58.29% |
$446K - $513K
|
21.9K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.93K+ 4.3% |
$439K - $504K
|
192K
$10.4M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.35K+ 82.52% |
$407K - $467K
|
16.2K
$880K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.28K+ 64.06% |
$403K - $463K
|
18.6K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.52K+ 103.28% |
$361K - $415K
|
12.8K
$695K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.42K+ 34.14% |
$356K - $409K
|
25.2K
$1.37M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.05K+ 0.98% |
$335K - $385K
|
626K
$33.9M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6KNew |
$332K - $382K
|
6K
$325K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.47KNew |
$303K - $348K
|
5.47K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.45KNew |
$302K - $347K
|
5.45K
$295K
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.35K+ 7.19% |
$296K - $340K
|
79.8K
$4.32M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.2K+ 65.66% |
$288K - $331K
|
13.1K
$710K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.14KNew |
$284K - $327K
|
5.14K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.94KNew |
$274K - $314K
|
4.94K
$268K
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.81K+ 11.44% |
$266K - $306K
|
46.9K
$2.54M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
4.7K+ 801.36% |
$260K - $299K
|
5.29K
$287K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.52K+ 18.17% |
$250K - $288K
|
29.4K
$1.59M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.35KNew |
$241K - $276K
|
4.35K
$235K
|