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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
506+ 3.36% |
$28K - $32.2K
|
15.6K
$843K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
350New |
$19.4K - $22.3K
|
350
$19K
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
348+ 5.49% |
$19.3K - $22.1K
|
6.68K
$362K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
337+ 0.56% |
$18.7K - $21.4K
|
60K
$3.25M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
307+ 0.92% |
$17K - $19.5K
|
33.7K
$1.83M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 54.97% |
$15.6K - $17.9K
|
795
$43.1K
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
197+ 1.9% |
$10.9K - $12.5K
|
10.5K
$571K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
194New |
$10.7K - $12.3K
|
194
$10.5K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
192+ 92.31% |
$10.6K - $12.2K
|
400
$21.7K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
179New |
$9.91K - $11.4K
|
179
$9.7K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
168+ 1.18% |
$9.3K - $10.7K
|
14.4K
$778K
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
147+ 3.98% |
$8.14K - $9.35K
|
3.84K
$208K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 17.16% |
$7.08K - $8.14K
|
874
$47.3K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
100+ 0.67% |
$5.54K - $6.36K
|
15K
$810K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
98+ 0.13% |
$5.42K - $6.23K
|
75.6K
$4.09M
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
98+ 8.27% |
$5.42K - $6.23K
|
1.28K
$69.5K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
95New |
$5.26K - $6.04K
|
95
$5.15K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
74New |
$4.1K - $4.71K
|
74
$4.01K
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
72+ 0.38% |
$3.99K - $4.58K
|
19K
$1.03M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
65New |
$3.6K - $4.14K
|
65
$3.52K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64New |
$3.54K - $4.07K
|
64
$3.47K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47New |
$2.6K - $2.99K
|
47
$2.55K
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
43+ 0.04% |
$2.38K - $2.74K
|
96.5K
$5.23M
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
37New |
$2.05K - $2.35K
|
37
$2K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
31New |
$1.72K - $1.97K
|
31
$1.68K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22New |
$1.22K - $1.4K
|
22
$1.19K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22New |
$1.22K - $1.4K
|
22
$1.19K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 6.67% |
$996 - $1.15K
|
288
$15.6K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
15New |
$830 - $954
|
15
$813
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15+ 0.23% |
$830 - $954
|
6.45K
$349K
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
14+ 0.06% |
$775 - $891
|
23.5K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.09% |
$554 - $636
|
11.3K
$612K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9New |
$498 - $573
|
9
$488
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$387 - $445
|
7
$379
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$221 - $254
|
4
$217
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 36.36% |
$221 - $254
|
7
$379
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-15- 13.89% |
$830 - $954
|
93
$5.04K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-25- 0.26% |
$1.38K - $1.59K
|
9.65K
$523K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28- 2.09% |
$1.55K - $1.78K
|
1.31K
$71.1K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 13.15% |
$1.83K - $2.1K
|
218
$11.8K
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-41- 0.46% |
$2.27K - $2.61K
|
8.87K
$480K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-50- 78.13% |
$2.77K - $3.18K
|
14
$758
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-65- 29.41% |
$3.6K - $4.14K
|
156
$8.45K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-93- 29.15% |
$5.15K - $5.92K
|
226
$12.2K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-104- 0.78% |
$5.76K - $6.62K
|
13.2K
$716K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-113- 66.86% |
$6.25K - $7.19K
|
56
$3.03K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117- 10.34% |
$6.48K - $7.44K
|
1.02K
$55K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-209- 1.16% |
$11.6K - $13.3K
|
17.7K
$961K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-254- 10.12% |
$14.1K - $16.2K
|
2.26K
$122K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-269- 2.32% |
$14.9K - $17.1K
|
11.3K
$614K
|