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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.37KNew |
$227K - $273K
|
4.37K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.36KNew |
$227K - $272K
|
4.36K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.24KNew |
$221K - $265K
|
4.24K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.1KNew |
$214K - $256K
|
4.1K
$222K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.02KNew |
$209K - $251K
|
4.02K
$217K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.9K+ 1.75% |
$203K - $243K
|
226K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.74KNew |
$195K - $234K
|
3.74K
$203K
|
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
3.59KNew |
$187K - $224K
|
3.59K
$195K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.55KNew |
$185K - $222K
|
3.55K
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.55KNew |
$185K - $222K
|
3.55K
$192K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.55KNew |
$185K - $221K
|
3.55K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.45KNew |
$179K - $215K
|
3.45K
$187K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.43KNew |
$179K - $214K
|
3.43K
$186K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.43K+ 13.59% |
$179K - $214K
|
28.7K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.43K+ 19.32% |
$178K - $214K
|
21.2K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.39K+ 2897.44% |
$176K - $212K
|
3.51K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.18K+ 3.16% |
$165K - $198K
|
104K
$5.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.14K+ 9.61% |
$164K - $196K
|
35.9K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3K+ 228.58% |
$156K - $187K
|
4.31K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.98K+ 71.7% |
$155K - $186K
|
7.14K
$387K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.92K+ 75.3% |
$152K - $183K
|
6.81K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.83K+ 2.22% |
$147K - $177K
|
130K
$7.05M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.78K+ 41.07% |
$145K - $174K
|
9.55K
$517K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.77K+ 12.63% |
$144K - $173K
|
24.7K
$1.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.53K+ 5.39% |
$132K - $158K
|
49.4K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.5K+ 17.71% |
$130K - $156K
|
16.6K
$901K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.26K+ 7056.25% |
$118K - $141K
|
2.29K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.26K+ 7056.25% |
$118K - $141K
|
2.29K
$124K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.26K+ 25066.67% |
$117K - $141K
|
2.27K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.24K+ 1244.44% |
$117K - $140K
|
2.42K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.12KNew |
$110K - $132K
|
2.12K
$115K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.1K+ 207.0% |
$109K - $131K
|
3.12K
$169K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
2.08KNew |
$108K - $130K
|
2.08K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$106K - $128K
|
2.04K
$111K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.01K+ 14.46% |
$105K - $126K
|
15.9K
$862K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 8.93% |
$101K - $121K
|
23.6K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.9K+ 38.45% |
$98.9K - $119K
|
6.84K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 15.96% |
$98.4K - $118K
|
13.7K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.85K+ 2.94% |
$96.2K - $115K
|
64.7K
$3.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.84K+ 233.16% |
$95.9K - $115K
|
2.63K
$143K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.8KNew |
$93.7K - $112K
|
1.8K
$97.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$93.7K - $112K
|
1.8K
$97.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.69K+ 13.3% |
$87.7K - $105K
|
14.4K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 4.98% |
$87.4K - $105K
|
35.4K
$1.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.63K+ 5.73% |
$84.6K - $101K
|
30K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.41K+ 34.37% |
$73.5K - $88.2K
|
5.52K
$299K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.39KNew |
$72.1K - $86.5K
|
1.39K
$75.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.37K+ 10.51% |
$71.5K - $85.7K
|
14.4K
$782K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.35K+ 0.67% |
$70.2K - $84.2K
|
202K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.28K+ 0.98% |
$66.5K - $79.7K
|
132K
$7.16M
|