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 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13New |
$677 - $812
|
13
$704
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 16.13% |
$260 - $312
|
36
$1.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5New |
$260 - $312
|
5
$271
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 9.09% |
$104 - $125
|
24
$1.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1+ 7.69% |
$52.1 - $62.4
|
14
$758
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.56% |
$52.1 - $62.4
|
65
$3.52K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 28.57% |
$104 - $125
|
5
$271
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-43- 66.15% |
$2.24K - $2.68K
|
22
$1.19K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-50- 8.83% |
$2.6K - $3.12K
|
516
$28K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-80- 35.71% |
$4.16K - $5K
|
144
$7.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-101- 46.33% |
$5.26K - $6.31K
|
117
$6.34K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-111- 0.74% |
$5.78K - $6.93K
|
14.9K
$808K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-136- 5.01% |
$7.08K - $8.49K
|
2.58K
$140K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-172- 2.57% |
$8.95K - $10.7K
|
6.51K
$353K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-196- 0.9% |
$10.2K - $12.2K
|
21.6K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-291- 2.47% |
$15.1K - $18.2K
|
11.5K
$622K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-432- 8.16% |
$22.5K - $27K
|
4.86K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-466- 58.62% |
$24.3K - $29.1K
|
329
$17.8K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-477- 5.6% |
$24.8K - $29.8K
|
8.04K
$436K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-510- 2.65% |
$26.5K - $31.8K
|
18.7K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-577- 3.74% |
$30K - $36K
|
14.8K
$804K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-801- 3.66% |
$41.7K - $50K
|
21.1K
$1.14M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-847- 98.37% |
$44.1K - $52.9K
|
14
$758
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-979- 15.19% |
$51K - $61.1K
|
5.47K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.07K- 12.38% |
$55.9K - $67.1K
|
7.6K
$412K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.08K- 11.15% |
$56K - $67.2K
|
8.58K
$465K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.18K- 4.15% |
$61.4K - $73.7K
|
27.2K
$1.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1.22K- 15.79% |
$63.3K - $75.9K
|
6.49K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 17.69% |
$68.7K - $82.4K
|
6.14K
$332K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.42K- 12.89% |
$73.8K - $88.5K
|
9.57K
$519K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.47K- 61.41% |
$76.5K - $91.7K
|
923
$50K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.55K- 22.92% |
$80.6K - $96.7K
|
5.21K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.59K- 7.82% |
$82.7K - $99.2K
|
18.7K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.76K- 32.24% |
$91.8K - $110K
|
3.71K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 5.2% |
$98.1K - $118K
|
34.3K
$1.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.91K- 29.61% |
$99.2K - $119K
|
4.53K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.96K- 26.43% |
$102K - $122K
|
5.46K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.07K- 91.66% |
$108K - $129K
|
188
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.35K- 20.71% |
$122K - $146K
|
8.98K
$487K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.44K- 1.26% |
$127K - $152K
|
190K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-2.9K- 4.74% |
$151K - $181K
|
58.2K
$3.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.09K- 19.01% |
$161K - $193K
|
13.2K
$713K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.86K- 10.77% |
$201K - $241K
|
32K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.29K- 23.64% |
$223K - $268K
|
13.8K
$750K
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.5K- 15.52% |
$234K - $281K
|
24.5K
$1.33M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.77K- 27.51% |
$248K - $298K
|
12.6K
$681K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-6.16K- 64.83% |
$321K - $385K
|
3.34K
$181K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.96K- 7.45% |
$362K - $434K
|
86.4K
$4.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-7.12K- 13.36% |
$370K - $444K
|
46.1K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.32K- 36.49% |
$485K - $582K
|
16.2K
$878K
|