Purchases and Sales Made in Q4 2024 in Vanguard Long Term Treasury Et (VGLT)
This table provides information about the institutional ownership of Vanguard Long Term Treasury Et (VGLT) during Q4 2024. 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, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.91K+ 2.74% |
$161K - $180K
|
109K
$6.22M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.91K+ 24.46% |
$161K - $180K
|
14.8K
$845K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 5.1% |
$151K - $169K
|
56.4K
$3.22M
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.66K+ 3.68% |
$147K - $164K
|
75.1K
$4.28M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.55K+ 9.6% |
$141K - $157K
|
29.1K
$1.66M
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 1.95% |
$139K - $156K
|
133K
$7.56M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.35KNew |
$130K - $145K
|
2.35K
$134K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.32K+ 8.4% |
$128K - $143K
|
29.9K
$1.7M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.18KNew |
$120K - $135K
|
2.18K
$124K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.1K+ 1.34% |
$115K - $129K
|
159K
$9.05M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.07K+ 0.03% |
$114K - $128K
|
6.52M
$372M
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.97K+ 27.23% |
$108K - $121K
|
9.18K
$524K
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.96K+ 17.13% |
$108K - $121K
|
13.4K
$764K
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.88K+ 3.64% |
$104K - $116K
|
53.6K
$3.06M
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.82K+ 6.31% |
$100K - $112K
|
30.6K
$1.74M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
1.71K+ 5.23% |
$94.4K - $106K
|
34.4K
$1.96M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.7KNew |
$93.8K - $105K
|
1.7K
$97.1K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.62K+ 5.12% |
$89.3K - $100K
|
33.3K
$1.9M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.54K+ 35.24% |
$84.8K - $95K
|
5.91K
$337K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.53KNew |
$84.5K - $94.6K
|
1.53K
$87.4K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.51KNew |
$83.3K - $93.3K
|
1.51K
$86.2K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.5K+ 95.77% |
$82.4K - $92.4K
|
3.06K
$174K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.37K+ 4.07% |
$75.4K - $84.5K
|
35K
$2M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.11K+ 18.16% |
$61.2K - $68.6K
|
7.23K
$412K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
925New |
$51K - $57.1K
|
925
$52.7K
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
901+ 4.02% |
$49.6K - $55.6K
|
23.3K
$1.33M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
879+ 8.95% |
$48.4K - $54.3K
|
10.7K
$610K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
852+ 11.42% |
$46.9K - $52.6K
|
8.31K
$474K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
806+ 7.48% |
$44.4K - $49.8K
|
11.6K
$660K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
781New |
$43K - $48.2K
|
781
$44.5K
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
771New |
$42.5K - $47.6K
|
771
$44K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
734+ 6.49% |
$40.4K - $45.3K
|
12.1K
$687K
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
722+ 3.73% |
$39.8K - $44.6K
|
20.1K
$1.15M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
682New |
$37.6K - $42.1K
|
682
$38.9K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
679+ 0.42% |
$37.4K - $41.9K
|
162K
$9.22M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
660+ 11.9% |
$36.4K - $40.7K
|
6.2K
$354K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
659+ 233.69% |
$36.3K - $40.7K
|
941
$53.7K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
657+ 2.93% |
$36.2K - $40.6K
|
23.1K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
602+ 1.18% |
$33.2K - $37.2K
|
51.6K
$2.94M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
595+ 9.62% |
$32.8K - $36.7K
|
6.78K
$387K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
549+ 14.29% |
$30.2K - $33.9K
|
4.39K
$250K
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
537+ 0.55% |
$29.6K - $33.2K
|
98.4K
$5.61M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
519New |
$28.6K - $32K
|
519
$29.6K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
430+ 2.33% |
$23.7K - $26.5K
|
18.9K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
410+ 8.6% |
$22.6K - $25.3K
|
5.18K
$295K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
384New |
$21.2K - $23.7K
|
384
$21.9K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
382+ 4.21% |
$21K - $23.6K
|
9.45K
$539K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
347+ 1.54% |
$19.1K - $21.4K
|
22.8K
$1.3M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
318+ 50.88% |
$17.5K - $19.6K
|
943
$53.8K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
290+ 4142.86% |
$16K - $17.9K
|
297
$16.9K
|