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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 4.34% |
$533K - $640K
|
226K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-11K- 16.36% |
$571K - $685K
|
56.1K
$3.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 13.38% |
$603K - $723K
|
75K
$4.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-11.7K- 78.2% |
$609K - $730K
|
3.26K
$177K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-12.5K- 66.94% |
$650K - $779K
|
6.16K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-13K- 12.59% |
$676K - $810K
|
90.1K
$4.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.9K- 7.37% |
$721K - $865K
|
174K
$9.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15.1K- 51.43% |
$788K - $945K
|
14.3K
$774K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15.3K- 98.19% |
$795K - $954K
|
282
$15.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-17.6K- 74.13% |
$916K - $1.1M
|
6.15K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-17.9K- 40.77% |
$929K - $1.11M
|
25.9K
$1.4M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-18.7KClosed |
$974K - $1.17M
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.7K- 0.66% |
$975K - $1.17M
|
2.83M
$153M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-20.8K- 15.01% |
$1.08M - $1.3M
|
118K
$6.37M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-23.1K- 42.32% |
$1.2M - $1.44M
|
31.4K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-24.4K- 16.67% |
$1.27M - $1.52M
|
122K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-28.6K- 59.68% |
$1.49M - $1.79M
|
19.3K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-38.7K- 48.92% |
$2.01M - $2.41M
|
40.4K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-46.2K- 19.94% |
$2.4M - $2.88M
|
185K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-47.3K- 5.18% |
$2.46M - $2.95M
|
865K
$46.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-50.6K- 66.67% |
$2.63M - $3.16M
|
25.3K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58K- 47.62% |
$3.02M - $3.62M
|
63.8K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-58.1K- 55.95% |
$3.02M - $3.63M
|
45.7K
$2.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59.6K- 63.9% |
$3.1M - $3.72M
|
33.7K
$1.82M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-69.7K- 5.26% |
$3.63M - $4.35M
|
1.26M
$68M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-75.6K- 39.33% |
$3.93M - $4.72M
|
117K
$6.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-91.8K- 34.3% |
$4.78M - $5.73M
|
176K
$9.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-95.8K- 8.16% |
$4.99M - $5.98M
|
1.08M
$58.5M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-149K- 73.1% |
$7.77M - $9.32M
|
54.9K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-167K- 92.0% |
$8.69M - $10.4M
|
14.5K
$786K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-206K- 89.36% |
$10.7M - $12.9M
|
24.5K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-216K- 94.38% |
$11.3M - $13.5M
|
12.9K
$698K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-226K- 92.44% |
$11.8M - $14.1M
|
18.5K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-245K- 93.65% |
$12.8M - $15.3M
|
16.6K
$900K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-246K- 55.6% |
$12.8M - $15.3M
|
196K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-254K- 76.24% |
$13.2M - $15.8M
|
79K
$4.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-265K- 24.08% |
$13.8M - $16.5M
|
834K
$45.2M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-361K- 97.71% |
$18.8M - $22.5M
|
8.46K
$458K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.4M- 70.57% |
$1.63B - $1.96B
|
13.1M
$709M
|