Vanguard Long-Term TreasuryVGLTETF

13F holders, Q2 2024 (June 30)
370holders +8
53new positions
52sold out
2famous investors
$57.60avg. 13F price*

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

0100200300400500 Q1 2024: 362Q1 2024Q2 2024: 370Q2 2024Q3 2024: 411Q3 2024Q4 2024: 410Q4 2024Q1 2025: 408Q1 2025Q2 2025: 403Q2 2025Q3 2025: 397Q3 2025Q4 2025: 444Q4 2025Q1 2026: 435Q1 2026Q2 2026: 460Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions53$59.8M
Exits52$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.

Show all 370 holders