Vanguard Long-Term TreasuryVGLTETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 370 institutions reported holding Vanguard Long-Term Treasury (VGLT) in their 13F filings, up 8 from Q1 2024. 53 opened new positions and 52 sold out. The largest holders were JPMorgan Chase & Co. ($2.5B), Bank of America Corp. ($1.2B) and Ameriprise Financial Inc. ($682.5M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $59.8M |
| Exits | 52 | $41.2M |
All 13F filers, Q1 2024 → Q2 2024: 13,608,636 shares bought and 2,924,692 shares sold, net +10,683,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| JPMorgan Chase & Co. | 0.22% | Add +4.7% | 44,061,388 | $2.5B |
| Bank of America Corp. | 0.11% | Add +4.5% | 20,288,108 | $1.2B |
| Ameriprise Financial Inc. | 0.19% | Add +9.5% | 11,922,162 | $682.5M |
| Empower Advisory Group, LLC | 1.99% | Add +6.9% | 9,291,435 | $535.9M |
| Morgan Stanley | 0.03% | Reduce -2.3% | 7,363,997 | $424.8M |
| Voya Investment Management LLC | 0.41% | Add +3.0% | 6,288,345 | $362.7M |
| Wealth Enhancement Advisory Services, LLC | 0.81% | Add +5.6% | 5,877,283 | $339.0M |
| Nepc LLC | 7.66% | No change | 4,029,312 | $232.4M |
| Nan Shan Life Insurance Co., Ltd. | 4.18% | No change | 3,063,500 | $176.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.3% | 2,866,881 | $165.4M |
| SCS Capital Management LLC | 3.36% | Add +109.8% | 2,780,245 | $160.4M |
| Mather Group, Llc. | 1.89% | Add +7.5% | 2,593,091 | $153.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +9.4% | 2,454,271 | $141.6M |
| Jordan Park Group LLC | 10.36% | Reduce -3.0% | 2,346,789 | $135.4M |
| Cassaday & Co Wealth Management LLC | 3.63% | Add +2.2% | 2,001,576 | $115.5M |
| UBS Group AG | 0.03% | Add +17.4% | 1,818,006 | $104.9M |
| Comerica Bank | 0.41% | Add +60.3% | 1,685,486 | $97.2M |
| Wells Fargo & Company | 0.02% | Reduce -2.1% | 1,574,218 | $90.8M |
| Citigroup Inc. | 0.07% | Reduce -0.5% | 1,319,798 | $76.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.37% | Add +70.5% | 1,465,083 | $74.0M |
| Truist Financial Corp. | 0.10% | Add +14.7% | 1,192,868 | $68.8M |
| Cambridge Associates LLC /Ma/ | 3.07% | Add +13.0% | 1,161,273 | $67.0M |
| Rainwater Charitable Foundation | 32.89% | No change | 1,148,811 | $66.3M |
| Beacon Pointe Advisors, LLC | 0.75% | Add +14.4% | 1,093,569 | $63.1M |
| Fisher Asset Management | 0.03% | Add +5065.4% | 1,051,464 | $60.6M |
| LPL Financial LLC | 0.03% | Reduce -1.6% | 929,198 | $53.6M |
| Municipal Employees' Retirement System of Michigan | 0.67% | Add +1.4% | 833,859 | $48.1M |
| Royal Bank of Canada | 0.01% | Add +17.0% | 797,725 | $46.0M |
| Ironwood Wealth Management, LLC. | 14.84% | Add +7.6% | 787,912 | $45.4M |
| Harvest Portfolios Group Inc. | 1.64% | Add +29.5% | 741,937 | $42.8M |
| Strategic Financial Services, Inc. | 2.41% | Add +3.3% | 660,800 | $38.1M |
| Federation des caisses Desjardins du Quebec | 0.20% | Reduce -0.2% | 654,750 | $37.8M |
| Calamos Wealth Management LLC | 1.79% | Add +4.5% | 570,994 | $32.9M |
| Lockheed Martin Investment Management Co. | 1.70% | No change | 510,000 | $29.4M |
| Hamilton Capital Partners Inc. | 2.71% | Add +12.2% | 437,937 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.9% | 392,006 | $22.6M |
| Sand Hill Global Advisors, LLC | 1.00% | Reduce -2.7% | 380,828 | $22.0M |
| AE Wealth Management LLC | 0.22% | Add +6.4% | 379,948 | $21.9M |
| Principal Securities, Inc. | 0.58% | Add +55.1% | 367,329 | $21.2M |
| Tortoise Investment Management, LLC | 2.41% | Add +38.2% | 365,610 | $21.1M |
| Quadratic Capital Management LLC | 3.60% | Reduce -11.3% | 342,305 | $19.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +23.6% | 334,815 | $19.3M |
| Bank of New York Mellon Corp | 0.00% | Add +28.2% | 325,395 | $18.8M |
| First Financial Bankshares Inc | 0.37% | Add +3.8% | 281,229 | $16.2M |
| Accredited Investors Inc. | 1.01% | Reduce -1.6% | 280,003 | $16.2M |
| Allworth Financial LP | 0.10% | Add +36.5% | 274,846 | $16.0M |
| Nottingham Advisors, Inc. | 1.90% | Add +5.0% | 277,779 | $16.0M |
| Assetmark, Inc. | 0.05% | Reduce -49.9% | 276,709 | $16.0M |
| Exchange Traded Concepts, LLC | 0.39% | Reduce -12.2% | 265,865 | $15.3M |
| Wealthfront Advisers LLC | 0.05% | Reduce -13.7% | 264,726 | $15.3M |
| Stephens Group Asset Management, LLC | 1.38% | Add +0.1% | 262,464 | $15.1M |
| Checchi Capital Advisers, LLC | 1.20% | Add +15.7% | 261,815 | $15.1M |
| Full Sail Capital, LLC | 1.01% | Add +2.8% | 261,371 | $15.1M |
| Corient Private Wealth LP | 0.03% | Add +4.2% | 250,621 | $14.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +80.0% | 249,949 | $14.4M |
| 49 Wealth Management, LLC | 2.59% | New | 232,393 | $13.1M |
| Stratos Wealth Advisors, LLC | 0.65% | Add +882.8% | 226,469 | $13.1M |
| Anderson Hoagland & Co. | 1.29% | Reduce -1.1% | 211,433 | $12.3M |
| Manning & Napier Advisors LLC | 0.14% | — | 210,078 | $12.1M |
| D.A. Davidson & Co. | 0.10% | Add +0.2% | 198,878 | $11.5M |
| Betterment LLC | 0.03% | Add +89.2% | 192,718 | $11.1M |
| Tiff Advisory Services, LLC | 3.76% | Add +34.9% | 189,132 | $10.9M |
| Dunhill Financial, LLC | 6.77% | Add +860.4% | 189,236 | $10.9M |
| Peak Asset Management, LLC | 2.08% | Add +4.4% | 184,054 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.5% | 168,969 | $9.7M |
| Exencial Wealth Advisors, LLC | 0.36% | Add +3.7% | 164,382 | $9.5M |
| Executive Wealth Management, LLC | 1.70% | Add +7.6% | 161,138 | $9.3M |
| Alpha Financial Advisors, LLC | 4.43% | Reduce -0.2% | 159,646 | $9.2M |
| Red Tortoise LLC | 4.85% | Reduce -4.4% | 154,321 | $8.9M |
| Empowered Funds, LLC | 0.15% | Add +10.1% | 153,129 | $8.8M |
| O'Brien Wealth Partners LLC | 1.97% | Add +2.3% | 152,201 | $8.8M |
| Bell Investment Advisors, Inc | 1.71% | Add +16.7% | 150,836 | $8.7M |
| Vicus Capital | 0.78% | Add +0.7% | 149,639 | $8.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 148,757 | $8.6M |
| Pathstone Holdings, LLC | 0.04% | Add +2233.9% | 147,644 | $8.5M |
| NewEdge Wealth, LLC | 0.18% | Add +0.8% | 143,068 | $8.3M |
| Act Two Investors LLC | 1.63% | Reduce -64.8% | 142,562 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +55.1% | 141,659 | $8.2M |
| Lincoln Capital Corp. | 3.47% | Add +9.4% | 140,242 | $8.1M |
| Marcum Wealth, LLC | 0.79% | Add +15.7% | 135,712 | $7.8M |
| Foundations Investment Advisors, LLC | 0.19% | Add +7.3% | 134,434 | $7.8M |
| Manhattan West Asset Management, LLC | 2.05% | Reduce -21.8% | 131,315 | $7.6M |
| Morningstar Investment Management LLC | 0.79% | Add +45.4% | 130,973 | $7.6M |
| Westshore Wealth, LLC | 3.12% | Add +12.3% | 129,918 | $7.5M |
| Power Wealth Management LLC | 3.56% | Add +33.6% | 129,350 | $7.5M |
| Keybank National Association | 0.03% | Add +0.3% | 128,255 | $7.4M |
| GenWealth Group, Inc. | 1.80% | Add +7.4% | 126,691 | $7.3M |
| Global Retirement Partners, LLC | 0.23% | Add +6.5% | 126,685 | $7.3M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +0.3% | 121,533 | $7.0M |
| Websterrogers Financial Advisors, LLC | 2.40% | Add +30.7% | 116,668 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.6% | 115,611 | $6.7M |
| Wealthstar Advisors, LLC | 5.19% | New | 110,997 | $6.4M |
| Forum Financial Management, LP | 0.12% | Add +62.8% | 110,885 | $6.4M |
| Jane Street Group, LLC | 0.01% | New | 108,899 | $6.3M |
| Fort Point Capital Partners LLC | 0.74% | Reduce -36.1% | 100,047 | $5.8M |
| Investment Management Associates Inc. | 1.93% | No change | 97,421 | $5.6M |
| MML Investors Services, LLC | 0.02% | Reduce -34.7% | 96,958 | $5.6M |
| True Wealth Design, LLC | 1.37% | Add +5.7% | 96,056 | $5.5M |
| Lebenthal Global Advisors, LLC | 1.20% | Add +0.2% | 94,865 | $5.5M |
| Palumbo Wealth Management LLC | 2.28% | Reduce -0.5% | 93,538 | $5.4M |
"% of holder's portfolio" is VGLT's weight in each manager's 13F, not the share of Vanguard Long-Term Treasury the manager owns.