Purchases and Sales Made in Q4 2023 in Vanguard Long Term Treasury Et (VGLT)
This table provides information about the institutional ownership of Vanguard Long Term Treasury Et (VGLT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 12.0% |
$811K - $973K
|
145K
$8.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15.3K+ 172.34% |
$796K - $954K
|
24.2K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.7KNew |
$763K - $916K
|
14.7K
$810K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$725K - $870K
|
13.9K
$769K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
13.7KNew |
$711K - $853K
|
13.7K
$754K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.3KNew |
$693K - $831K
|
13.3K
$734K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.1KNew |
$680K - $816K
|
13.1K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.9K+ 15.48% |
$673K - $807K
|
96.4K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12.9K+ 16.87% |
$671K - $805K
|
89.3K
$4.93M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
12.6KNew |
$655K - $785K
|
12.6K
$694K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
12.6KNew |
$654K - $785K
|
12.6K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.4K+ 84.19% |
$643K - $771K
|
27K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12K+ 8.58% |
$627K - $752K
|
152K
$8.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 9.98% |
$593K - $712K
|
126K
$6.94M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.4K+ 8111.43% |
$591K - $709K
|
11.5K
$635K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.3KNew |
$586K - $703K
|
11.3K
$622K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.1KNew |
$578K - $693K
|
11.1K
$613K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.1KNew |
$576K - $691K
|
11.1K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8K+ 43.74% |
$564K - $676K
|
35.6K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10.8KNew |
$562K - $674K
|
10.8K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
10.7KNew |
$559K - $671K
|
10.7K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
10.7K+ 28.91% |
$555K - $666K
|
47.5K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$531K - $637K
|
10.2K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 71.68% |
$525K - $629K
|
24.1K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10KNew |
$521K - $625K
|
10K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.9KNew |
$515K - $618K
|
9.9K
$546K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.46K+ 11.86% |
$492K - $591K
|
89.2K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.46KNew |
$492K - $590K
|
9.46K
$522K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
9.17KNew |
$477K - $572K
|
9.17K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.97K+ 69.85% |
$467K - $560K
|
21.8K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.95KNew |
$466K - $559K
|
8.95K
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.76K+ 18.74% |
$456K - $547K
|
55.5K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.56K+ 12.92% |
$445K - $534K
|
74.8K
$4.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.85KNew |
$409K - $490K
|
7.85K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.82K+ 25.75% |
$407K - $488K
|
38.2K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.65K+ 10.12% |
$398K - $478K
|
83.2K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7.65KNew |
$398K - $477K
|
7.65K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.56KNew |
$394K - $472K
|
7.56K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.49K+ 155.11% |
$390K - $467K
|
12.3K
$680K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
7.3K+ 69.26% |
$380K - $456K
|
17.9K
$985K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.28KNew |
$379K - $454K
|
7.28K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
6.05K+ 34.61% |
$315K - $378K
|
23.5K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
6.05KNew |
$315K - $378K
|
6.05K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.52K+ 97.24% |
$288K - $345K
|
11.2K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.48K+ 85.59% |
$285K - $342K
|
11.9K
$655K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.39K+ 12.55% |
$281K - $337K
|
48.4K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
5.32KNew |
$277K - $332K
|
5.32K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.26K+ 31.78% |
$274K - $328K
|
21.8K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.12K+ 8.56% |
$266K - $320K
|
64.9K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.44K+ 45.9% |
$231K - $277K
|
14.1K
$780K
|