Vanguard Long-Term TreasuryVGLTETF

13F holders, Q4 2024 (December 31)
410holders −1
48new positions
78sold out
1famous investor
$55.29avg. 13F price*

At the end of Q4 2024, 410 institutions reported holding Vanguard Long-Term Treasury (VGLT) in their 13F filings, down 1 from Q3 2024. 48 opened new positions and 78 sold out. The largest holders were Ameriprise Financial Inc. ($758.7M), Empower Advisory Group, LLC ($594.4M) and Bank of America Corp. ($551.9M). 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions48$278.8M
Exits78$303.6M

All 13F filers, Q3 2024 → Q4 2024: 12,198,448 shares bought and 73,400,246 shares sold, net −61,201,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 410 holders

Ameriprise Financial Inc. 0.20% Reduce -1.2% 13,631,305 $758.7M
Empower Advisory Group, LLC 2.00% Add +10.8% 10,738,988 $594.4M
Bank of America Corp. 0.05% Reduce -52.9% 9,970,935 $551.9M
Morgan Stanley 0.03% Add +2.9% 8,392,207 $464.5M
Nepc LLC 9.01% Add +50.4% 6,061,870 $335.5M
Voya Investment Management LLC 0.29% Add +8.2% 4,377,634 $242.3M
Cassaday & Co Wealth Management LLC 4.63% Reduce -20.0% 3,067,715 $169.8M
Nan Shan Life Insurance Co., Ltd. 4.07% No change 3,063,500 $169.6M
SCS Capital Management LLC 3.41% Add +6.7% 2,985,854 $165.3M
Annex Advisory Services, LLC 4.33% New 2,595,934 $143.7M
Mirae Asset Global Investments Co., Ltd. 0.52% Add +15.9% 2,540,703 $128.6M
Jordan Park Group LLC 8.54% Reduce -7.2% 2,088,027 $115.6M
Cambridge Associates LLC /Ma/ 3.11% Add +12.2% 1,755,179 $97.1M
Comerica Bank 0.35% Reduce -0.2% 1,581,125 $87.5M
Envestnet Asset Management Inc. 0.03% Add +0.7% 1,551,916 $85.9M
JPMorgan Chase & Co. 0.01% Reduce -96.8% 1,415,717 $78.4M
UBS Group AG 0.02% Reduce -36.7% 1,303,124 $72.1M
Citigroup Inc. 0.07% Add +15.9% 1,232,257 $68.2M
LPL Financial LLC 0.03% Add +8.9% 1,220,349 $67.5M
Bramshill Investments, LLC 9.35% New 1,075,644 $59.5M
Strategic Financial Services, Inc. 3.51% Reduce -4.5% 1,064,012 $58.9M
Fisher Asset Management 0.02% Add +2.7% 1,023,623 $56.7M
Wells Fargo & Company 0.01% Reduce -25.4% 1,009,655 $55.9M
Hamilton Capital Partners Inc. 3.87% Add +8.3% 938,023 $51.9M
Goldman Sachs Group Inc. 0.01% Reduce -21.4% 890,415 $49.3M
Ironwood Wealth Management, LLC. 14.79% Add +5.1% 861,524 $47.7M
Truist Financial Corp. 0.07% Add +11.4% 829,665 $45.9M
Harvest Portfolios Group Inc. 1.53% Reduce -14.4% 829,627 $45.9M
Rainwater Charitable Foundation 29.95% Reduce -23.0% 808,957 $44.8M
Federation des caisses Desjardins du Quebec 0.20% Add +7.4% 721,425 $39.9M
Royal Bank of Canada 0.01% Reduce -17.3% 718,070 $39.7M
Raymond James Financial Inc. 0.01% — 678,728 $37.6M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -90.8% 599,423 $33.2M
Calamos Wealth Management LLC 1.68% Reduce -2.4% 597,635 $33.1M
Corient Private Wealth LP 0.05% Add +25.6% 557,961 $30.9M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -19.9% 524,173 $29.0M
Lockheed Martin Investment Management Co. 1.07% Reduce -43.3% 485,000 $26.8M
Beacon Pointe Advisors, LLC 0.30% Reduce -39.2% 483,346 $26.8M
Quadrature Capital Ltd 0.53% Add +255.3% 479,294 $26.5M
Tortoise Investment Management, LLC 2.65% Add +5.8% 452,913 $25.1M
Bank of New York Mellon Corp 0.00% Add +15.9% 430,037 $23.8M
Stephens Group Asset Management, LLC 1.96% Add +3.2% 425,307 $23.5M
AE Wealth Management LLC 0.19% Add +3.5% 407,583 $22.6M
Mather Group, Llc. 0.29% Reduce -58.6% 405,058 $22.4M
Principal Securities, Inc. 0.50% Add +7.0% 399,363 $22.1M
Sand Hill Global Advisors, LLC 0.93% Reduce -0.6% 396,090 $21.9M
Betterment LLC 0.05% Add +19.1% 385,744 $21.4M
Assetmark, Inc. 0.06% Reduce -57.8% 385,074 $21.3M
Nottingham Advisors, Inc. 2.62% Reduce -17.8% 372,976 $20.6M
Dunhill Financial, LLC 9.35% Add +6.9% 363,212 $20.1M
BNP Paribas Financial Markets 0.01% Add +2018.0% 330,400 $18.3M
Full Sail Capital, LLC 1.04% Add +4.9% 295,197 $16.3M
49 Wealth Management, LLC 2.29% Reduce -11.2% 290,646 $16.1M
Tiff Advisory Services, LLC 5.23% Add +12.6% 289,956 $16.0M
Allworth Financial LP 0.09% Add +6.8% 287,809 $15.9M
Altfest L J & Co. Inc. 2.03% New 286,906 $15.9M
AmeriServ Wealth Advisors 8.32% — 278,411 $15.4M
Wealthfront Advisers LLC 0.04% Reduce -16.9% 255,359 $14.1M
NorthCoast Asset Management LLC 0.07% New 245,540 $13.6M
Keybank National Association 0.05% Add +65.8% 240,049 $13.3M
Checchi Capital Advisers, LLC 0.95% Add +6.6% 230,933 $12.8M
Manning & Napier Advisors LLC 0.14% Add +2.4% 215,095 $11.9M
Exchange Traded Concepts, LLC 0.23% Reduce -11.1% 206,955 $11.5M
Fort Point Capital Partners LLC 1.28% Add +89.9% 206,543 $11.4M
Peak Asset Management, LLC 1.97% Add +3.4% 192,536 $10.7M
Osaic Holdings, Inc. 0.02% Add +2.1% 192,149 $10.6M
First Financial Bankshares Inc 0.22% Add +5.5% 182,850 $10.1M
Accredited Investors Inc. 0.58% Reduce -35.3% 179,029 $9.9M
Aurelius Family Office LLC 4.98% — 178,415 $9.9M
Red Tortoise LLC 5.09% Add +6.6% 175,523 $9.7M
Exencial Wealth Advisors, LLC 0.35% Add +3.3% 173,810 $9.6M
Quadratic Capital Management LLC 2.55% Reduce -41.9% 173,570 $9.6M
Marcum Wealth, LLC 0.83% Add +13.6% 172,615 $9.6M
One Plus One Wealth Management, LLC 5.56% New 170,878 $9.5M
Compass Advisory Group LLC 3.35% Reduce -5.5% 169,021 $9.4M
NewEdge Wealth, LLC 0.16% Reduce -3.8% 164,951 $9.1M
O'Brien Wealth Partners LLC 1.62% Add +6.2% 162,362 $9.0M
Empowered Funds, LLC 0.13% Add +5.0% 162,340 $9.0M
Executive Wealth Management, LLC 0.70% Add +0.4% 161,624 $8.9M
Vicus Capital 0.78% Add +1.3% 158,760 $8.8M
GenWealth Group, Inc. 1.96% Add +21.1% 155,906 $8.6M
Stratos Wealth Advisors, LLC 0.41% Reduce -36.4% 155,008 $8.6M
Tandem Financial, LLC 9.20% — 154,031 $8.5M
Janney Montgomery Scott LLC 0.02% Add +9.2% 153,502 $8.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +4.1% 152,557 $8.4M
Jane Street Group, LLC 0.01% Reduce -59.7% 152,002 $8.4M
Morningstar Investment Management LLC 0.65% Add +14.6% 148,747 $8.2M
Westshore Wealth, LLC 3.34% Add +10.7% 148,535 $8.2M
Commonwealth Equity Services, LLC 0.01% Reduce -18.0% 142,265 $7.9M
Global Retirement Partners, LLC 0.22% Reduce -0.6% 139,883 $7.7M
Websterrogers Financial Advisors, LLC 2.55% Add +1.9% 132,574 $7.3M
Bell Investment Advisors, Inc 1.36% Reduce -14.3% 131,033 $7.3M
Acute Investment Advisory, LLC 7.78% Reduce -37.5% 128,052 $7.1M
Harbour Investments, Inc. 0.19% Reduce -16.1% 118,793 $6.6M
S. R. Schill & Associates 5.47% New 118,164 $6.5M
HighTower Advisors, LLC 0.01% Add +12.6% 112,352 $6.2M
First National Trust Co 0.23% Add +13.3% 110,251 $6.1M
Forum Financial Management, LP 0.10% Add +2.7% 109,048 $6.0M
Power Wealth Management LLC 2.48% Reduce -29.5% 107,447 $5.9M
Wealthcare Advisory Partners LLC 0.16% Add +8.1% 106,537 $5.9M

"% 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 410 holders