Vanguard Long-Term TreasuryVGLTETF
13F holders, Q1 2024 (March 31)362holders
1famous investor
$59.10avg. 13F price*
At the end of Q1 2024, 362 institutions reported holding Vanguard Long-Term Treasury (VGLT) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($2.5B), Bank of America Corp. ($1.1B) and Ameriprise Financial Inc. ($633.3M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Long-Term Treasury
- CUSIP
- 92206C847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $68.6M |
| Exits | 51 | $58.6M |
Ownership 362 holders
| JPMorgan Chase & Co. | 0.22% | Add +221.6% | 42,085,362 | $2.5B |
| Bank of America Corp. | 0.11% | Reduce -12.9% | 19,411,519 | $1.1B |
| Ameriprise Financial Inc. | 0.17% | Reduce -27.4% | 10,888,802 | $633.3M |
| Empower Advisory Group, LLC | 1.93% | Add +6.0% | 8,688,383 | $514.7M |
| Morgan Stanley | 0.04% | Reduce -10.5% | 7,535,366 | $446.4M |
| Voya Investment Management LLC | 0.41% | Add +8.0% | 6,107,168 | $361.8M |
| Wealth Enhancement Advisory Services, LLC | 0.85% | Add +66.0% | 5,563,726 | $329.6M |
| Nepc LLC | 8.22% | Add +185.0% | 4,029,312 | $238.7M |
| Nan Shan Life Insurance Co., Ltd. | 4.27% | No change | 3,063,500 | $181.5M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.6% | 2,874,866 | $170.3M |
| Mather Group, Llc. | 2.34% | Reduce -0.5% | 2,410,947 | $148.3M |
| Jordan Park Group LLC | 9.11% | Add +40.5% | 2,418,230 | $143.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +14.4% | 2,242,613 | $132.9M |
| Cassaday & Co Wealth Management LLC | 3.77% | Add +2.3% | 1,958,042 | $116.0M |
| Wells Fargo & Company | 0.03% | Reduce -8.7% | 1,607,601 | $95.2M |
| UBS Group AG | 0.03% | Reduce -11.4% | 1,548,419 | $91.7M |
| Citigroup Inc. | 0.09% | Reduce -7.1% | 1,326,635 | $78.6M |
| SCS Capital Management LLC | 1.67% | Add +5.5% | 1,324,864 | $78.5M |
| Rainwater Charitable Foundation | 33.70% | Add +257.7% | 1,148,811 | $68.1M |
| Comerica Bank | 0.27% | Reduce -2.5% | 1,051,775 | $62.3M |
| Truist Financial Corp. | 0.09% | Add +3.6% | 1,040,400 | $61.6M |
| Cambridge Associates LLC /Ma/ | 3.26% | Add +18.8% | 1,027,521 | $60.9M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +14.6% | 956,276 | $56.6M |
| LPL Financial LLC | 0.03% | Add +3.3% | 944,698 | $56.0M |
| Municipal Employees' Retirement System of Michigan | 0.63% | Reduce -0.3% | 822,619 | $48.7M |
| Ironwood Wealth Management, LLC. | 14.07% | Add +2.8% | 732,527 | $43.4M |
| Royal Bank of Canada | 0.01% | Add +14.6% | 681,759 | $40.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +149.0% | 859,294 | $40.0M |
| Federation des caisses Desjardins du Quebec | 0.28% | Reduce -6.5% | 656,130 | $38.9M |
| Strategic Financial Services, Inc. | 2.45% | Add +7.0% | 639,561 | $37.9M |
| Harvest Portfolios Group Inc. | 1.33% | Add +78.4% | 572,949 | $33.9M |
| Assetmark, Inc. | 0.11% | Reduce -36.0% | 552,239 | $32.7M |
| Calamos Wealth Management LLC | 1.86% | Add +7.6% | 546,513 | $32.4M |
| Lockheed Martin Investment Management Co. | 2.19% | No change | 510,000 | $30.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +181.4% | 416,563 | $24.7M |
| Act Two Investors LLC | 4.82% | Add +4.5% | 405,016 | $24.0M |
| Sand Hill Global Advisors, LLC | 1.10% | Reduce -67.8% | 391,449 | $23.2M |
| Hamilton Capital Partners Inc. | 2.80% | Add +42.0% | 390,362 | $23.1M |
| Quadratic Capital Management LLC | 3.43% | Reduce -50.0% | 385,694 | $22.8M |
| AE Wealth Management LLC | 0.24% | Reduce -46.2% | 357,009 | $21.1M |
| Comprehensive Wealth Management, LLC | 15.83% | Add +95.0% | 343,106 | $20.3M |
| Wealthfront Advisers LLC | 0.06% | Add +7.9% | 306,589 | $18.2M |
| Exchange Traded Concepts, LLC | 0.46% | New | 302,855 | $17.9M |
| Thrivent Financial for Lutherans | 0.03% | New | 292,528 | $17.3M |
| Accredited Investors Inc. | 1.08% | Reduce -6.0% | 284,666 | $16.9M |
| First Financial Bankshares Inc | 0.36% | Add +2.7% | 270,855 | $16.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +19.4% | 270,827 | $16.0M |
| Tortoise Investment Management, LLC | 1.90% | Add +16.9% | 264,612 | $15.7M |
| Nottingham Advisors, Inc. | 1.92% | Add +1672.7% | 264,473 | $15.7M |
| Stephens Group Asset Management, LLC | 1.42% | Add +0.9% | 262,295 | $15.5M |
| Full Sail Capital, LLC | 1.05% | Add +13.7% | 254,319 | $15.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -77.3% | 253,849 | $15.0M |
| Corient Private Wealth LP | 0.03% | Add +936.0% | 240,641 | $14.3M |
| Principal Securities, Inc. | 0.44% | Add +7.9% | 236,764 | $14.0M |
| Checchi Capital Advisers, LLC | 1.05% | Add +15.2% | 226,234 | $13.4M |
| Anderson Hoagland & Co. | 1.36% | Add +1.1% | 213,824 | $12.1M |
| Allworth Financial LP | 0.08% | Add +5.8% | 201,429 | $11.9M |
| D.A. Davidson & Co. | 0.11% | Add +325.8% | 198,482 | $11.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -16.5% | 184,697 | $10.9M |
| Kaydan Wealth Management, Inc. | 3.68% | Reduce -1.8% | 182,040 | $10.8M |
| Commerce Bank | 0.07% | Add +1.3% | 176,363 | $10.4M |
| Peak Asset Management, LLC | 2.07% | Add +4.2% | 176,245 | $10.4M |
| Manhattan West Asset Management, LLC | 2.39% | Add +61.9% | 167,946 | $9.9M |
| Red Tortoise LLC | 5.34% | Add +11.1% | 161,496 | $9.6M |
| Alpha Financial Advisors, LLC | 4.47% | Add +9.7% | 160,030 | $9.5M |
| Exencial Wealth Advisors, LLC | 0.35% | Add +4.1% | 158,575 | $9.4M |
| Fort Point Capital Partners LLC | 1.26% | Reduce -39.7% | 156,622 | $9.3M |
| O'Brien Wealth Partners LLC | 2.04% | Add +4.7% | 148,730 | $8.8M |
| Vicus Capital | 0.80% | Add +4.3% | 148,679 | $8.8M |
| MML Investors Services, LLC | 0.04% | Add +12.6% | 148,436 | $8.8M |
| Executive Wealth Management, LLC | 0.76% | Add +1957.3% | 149,734 | $8.7M |
| Tiff Advisory Services, LLC | 3.62% | Add +4.7% | 140,227 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.5% | 138,850 | $8.2M |
| Empowered Funds, LLC | 0.15% | Add +7.3% | 139,028 | $8.2M |
| NewEdge Wealth, LLC | 0.18% | Add +158.2% | 141,878 | $7.9M |
| Crestone Asset Management LLC | 1.57% | Reduce -22.5% | 131,969 | $7.8M |
| Bell Investment Advisors, Inc | 1.50% | Reduce -0.7% | 129,217 | $7.7M |
| Lincoln Capital Corp. | 3.32% | Add +252.6% | 128,167 | $7.6M |
| Keybank National Association | 0.03% | Reduce -3.3% | 127,891 | $7.6M |
| Foundations Investment Advisors, LLC | 0.19% | Add +2.8% | 125,264 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.29% | Reduce -3.6% | 121,126 | $7.2M |
| Global Retirement Partners, LLC | 0.26% | Add +10.9% | 118,898 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -47.4% | 118,664 | $7.0M |
| GenWealth Group, Inc. | 1.76% | Add +1.2% | 118,000 | $7.0M |
| Marcum Wealth, LLC | 0.71% | Add +19.9% | 117,337 | $7.0M |
| Westshore Wealth, LLC | 2.86% | Add +6.3% | 115,727 | $6.9M |
| Betterment LLC | 0.02% | Add +36.2% | 101,860 | $6.0M |
| Starfox Financial Services, LLC | 5.09% | Add +29.7% | 107,521 | $6.0M |
| Trustmark Bank Trust Department | 0.47% | Add +1.3% | 97,638 | $5.8M |
| Investment Management Associates Inc. | 1.99% | No change | 97,421 | $5.8M |
| Power Wealth Management LLC | 3.60% | Add +9.3% | 96,785 | $5.7M |
| Lebenthal Global Advisors, LLC | 1.25% | Add +32.1% | 94,654 | $5.6M |
| Palumbo Wealth Management LLC | 2.49% | Reduce -2.4% | 94,048 | $5.6M |
| SMART Wealth LLC | 2.47% | New | 92,564 | $5.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.3% | 91,303 | $5.4M |
| True Wealth Design, LLC | 1.34% | Add +1.8% | 90,923 | $5.4M |
| Morningstar Investment Management LLC | 0.58% | No change | 90,083 | $5.3M |
| Websterrogers Financial Advisors, LLC | 1.88% | New | 89,284 | $5.3M |
| Pinnacle Wealth Management, LLC | 5.48% | Reduce -0.6% | 88,715 | $5.3M |
| Benjamin F. Edwards & Company, Inc. | 0.09% | Add +1.6% | 84,602 | $5.0M |
"% of holder's portfolio" is VGLT's weight in each manager's 13F, not the share of Vanguard Long-Term Treasury the manager owns.