Concord Wealth Partners Vanguard Long Term Treasury Et Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$56.52 - $63.23 $57,254 - $64,051	1,013 New	1,013 $62,000

Others Institutions Holding VGLT

# of Institutions

431

Shares Held

112M

Call Options Held

162K

Put Options Held

89.8K

Empower Advisory Group, LLC Greenwood Village, CO

12.5M
Shares

$719 Million
2.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11M
Shares

$635 Million
0.16% of portfolio
Morgan Stanley New York, NY

9.26M
Shares

$533 Million
0.03% of portfolio
Voya Investment Management LLC Atlanta, GA

8.2M
Shares

$472 Million
0.57% of portfolio
Bank Of America Corp Charlotte, NC

7.04M
Shares

$405 Million
0.03% of portfolio

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
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