VGLT Institutional Ownership
Vanguard Long-Term Treasury ETF
1W: +1.8%
1M: +3.9%
3M: -1.1%
YTD: -5.3%
1Y: -8.8%
3Y: +9.9%
5Y: -30.4%
$52.34
-0.01 (-0.02%)
Weekly Expected Move ±1.5%
$51
$51
$52
$53
$54
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VGLT
502
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
70
New Positions
200
Increased
171
Reduced
40
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (549 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 16,920,030 | 886M | +1,375,874 | +8.9% | 11Q | SEC ↗ |
| 2 | MORGAN STANLEY | 12,237,039 | 640M | +372,435 | +3.1% | 51Q | SEC ↗ |
| 3 | VOYA INVESTMENT MANAGEMENT LLC | 9,417,607 | 493M | +902,222 | +10.6% | 13Q | SEC ↗ |
| 4 | NEPC LLC | 8,860,856 | 464M | +457,791 | +5.4% | 12Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 7,157,906 | 375M | +240,503 | +3.5% | 16Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 5,250,473 | 275M | -13,945 | -0.3% | 15Q | SEC ↗ |
| 7 | Cassaday & Co Wealth Management LLC | 4,001,465 | 209M | -866,317 | -17.8% | 12Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 3,530,593 | 185M | +762,409 | +27.5% | 35Q | SEC ↗ |
| 9 | MANNING & NAPIER ADVISORS LLC | 3,079,893 | 161M | +2,429,297 | +373.4% | 9Q | SEC ↗ |
| 10 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 2,732,359 | 143M | +41,876 | +1.6% | 15Q | SEC ↗ |
| 11 | LPL Financial LLC | 2,526,797 | 132M | +237,151 | +10.4% | 54Q | SEC ↗ |
| 12 | Mirae Asset Global Investments Co., Lt | 1,941,156 | 102M | -435,110 | -18.3% | 21Q | SEC ↗ |
| 13 | Treasurer of the State of North Caroli NEW | 1,823,145 | 95M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Annex Advisory Services, LLC | 1,625,368 | 85M | +1,613,832 | +13989.5% | 7Q | SEC ↗ |
| 15 | Strategic Financial Services, Inc. | 1,336,405 | 70M | +28,085 | +2.1% | 13Q | SEC ↗ |
| 16 | Hamilton Capital Partners Inc. | 1,106,014 | 58M | +41,833 | +3.9% | 12Q | SEC ↗ |
| 17 | UBS Group AG | 1,105,135 | 58M | -11,658 | -1.0% | 47Q | SEC ↗ |
| 18 | SCS Capital Management LLC | 1,094,918 | 57M | +70,673 | +6.9% | 11Q | SEC ↗ |
| 19 | Corient Private Wealth LP | 1,092,324 | 57M | -454,940 | -29.4% | 11Q | SEC ↗ |
| 20 | Rainwater Charitable Foundation | 1,071,104 | 56M | +184,652 | +20.8% | 11Q | SEC ↗ |
| 21 | TRUIST FINANCIAL CORP | 1,006,941 | 53M | -42,957 | -4.1% | 18Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 967,464 | 51M | +100,379 | +11.6% | 26Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 921,379 | 48M | +117,264 | +14.6% | 7Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 891,785 | 47M | +206,947 | +30.2% | 29Q | SEC ↗ |
| 25 | CITIGROUP INC | 843,868 | 44M | +11,780 | +1.4% | 30Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 843,296 | 44M | +51,794 | +6.5% | 62Q | SEC ↗ |
| 27 | Barry Investment Advisors, LLC | 752,013 | 39M | +24,469 | +3.4% | 7Q | SEC ↗ |
| 28 | TIFF ADVISORY SERVICES, LLC | 748,527 | 39M | -618 | -0.1% | 11Q | SEC ↗ |
| 29 | ASSETMARK, INC | 726,063 | 38M | -76,405 | -9.5% | 27Q | SEC ↗ |
| 30 | Forum Financial Management, LP | 698,517 | 37M | -197,694 | -22.1% | 13Q | SEC ↗ |
| 31 | Facet Wealth, Inc. | 696,801 | 36M | +92,041 | +15.2% | 6Q | SEC ↗ |
| 32 | Focus Partners Wealth | 680,045 | 36M | -15,568 | -2.2% | 8Q | SEC ↗ |
| 33 | Quadratic Capital Management LLC | 665,746 | 35M | +559,922 | +529.1% | 20Q | SEC ↗ |
| 34 | LOCKHEED MARTIN INVESTMENT MANAGEMENT | 640,000 | 33M | — | +0.0% | 24Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 512,194 | 27M | +6,589 | +1.3% | 23Q | SEC ↗ |
| 36 | Tortoise Investment Management, LLC | 495,847 | 26M | +57,195 | +13.0% | 15Q | SEC ↗ |
| 37 | Checchi Capital Advisers, LLC | 494,116 | 26M | +49,306 | +11.1% | 28Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC | 475,919 | 25M | -223,309 | -31.9% | 15Q | SEC ↗ |
| 39 | First Financial Bankshares Inc | 433,138 | 23M | +12,674 | +3.0% | 11Q | SEC ↗ |
| 40 | Klaas Financial Asset Advisors, LLC | 429,599 | 22M | +35,764 | +9.1% | 2Q | SEC ↗ |
| 41 | PRINCIPAL SECURITIES, INC. | 421,251 | 22M | +25,965 | +6.6% | 11Q | SEC ↗ |
| 42 | GenWealth Group, Inc. | 414,334 | 22M | +20,493 | +5.2% | 25Q | SEC ↗ |
| 43 | NATIONAL BANK OF CANADA /FI | 392,188 | 21M | -14,612 | -3.6% | 14Q | SEC ↗ |
| 44 | GTS SECURITIES LLC NEW | 371,068 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 45 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 367,012 | 19M | +48,604 | +15.3% | 4Q | SEC ↗ |
| 46 | Gleason Group, Inc. | 359,953 | 19M | +4,233 | +1.2% | 5Q | SEC ↗ |
| 47 | Harvest Portfolios Group Inc. | 358,561 | 19M | -134,771 | -27.3% | 12Q | SEC ↗ |
| 48 | Obermeyer Wealth Partners | 356,030 | 19M | +33,426 | +10.4% | 4Q | SEC ↗ |
| 49 | Wealthfront Advisers LLC | 348,668 | 18M | -117,134 | -25.1% | 20Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 342,500 | 18M | +8,185 | +2.4% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Treasurer of the State of North Car | 1,823,145 | 95M |
| GTS SECURITIES LLC | 371,068 | 19M |
| Quadrature Capital Ltd | 218,231 | 11M |
| Diversify Advisory Services, LLC | 208,119 | 11M |
| Global Retirement Partners, LLC | 164,477 | 9M |
| BIP Wealth, LLC | 147,024 | 8M |
| Savant Capital, LLC | 143,854 | 8M |
| Janney Montgomery Scott LLC | 141,365 | 7M |
| Buck Wealth Strategies, LLC | 113,305 | 6M |
| iA Global Asset Management Inc. | 90,796 | 5M |
| SCOTIA CAPITAL INC. | 83,714 | 4M |
| Silverleafe Capital Partners, LLC | 61,382 | 3M |
| NOMURA ASSET MANAGEMENT CO LTD | 57,200 | 3M |
| Pathstone Holdings, LLC | 30,956 | 2M |
| PARK AVENUE SECURITIES LLC | 30,949 | 2M |
| FIDUCIARY FINANCIAL ADVISORS | 25,879 | 1M |
| Clarity Wealth Advisors, LLC | 24,029 | 1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 23,559 | 1M |
| Coppell Advisory Solutions LLC | 21,924 | 1M |
| Atria Investments, Inc | 20,198 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Nan Shan Life Insurance Co., Ltd. | 3,063,500 | 160M |
| 49 WEALTH MANAGEMENT, LLC | 360,513 | 19M |
| Wealthcare Advisory Partners LLC | 268,447 | 14M |
| Peak Asset Management, LLC | 206,083 | 11M |
| Westshore Wealth, LLC | 180,505 | 9M |
| Total Clarity Wealth Management, In | 106,128 | 6M |
| UBS AM, a distinct business unit of | 62,043 | 3M |
| Fort Point Capital Partners LLC | 58,999 | 3M |
| Virtue Capital Management, LLC | 58,244 | 3M |
| Compass Wealth Management, LLC/GA | 57,152 | 3M |
| Global Endowment Management, LP | 46,770 | 2M |
| High Probability Advisors, LLC | 38,415 | 2M |
| RFG Advisory, LLC | 33,124 | 2M |
| Aureum Wealth Management, LLC | 31,856 | 2M |
| AXS Investments LLC | 27,384 | 1M |
| ROMAN BUTLER FULLERTON & CO | 18,709 | 979K |
| CVS HEALTH Corp | 16,065 | 841K |
| PeakShares LLC | 15,849 | 830K |
| WealthShield Partners, LLC | 15,076 | 789K |
| Patriot Financial Group Insurance A | 13,392 | 701K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MANNING & NAPIER ADVISORS LLC | +2,429,297 | +373.4% | 3,079,893 |
| Annex Advisory Services, LLC | +1,613,832 | +13989.5% | 1,625,368 |
| Empower Advisory Group, LLC | +1,375,874 | +8.9% | 16,920,030 |
| VOYA INVESTMENT MANAGEMENT LLC | +902,222 | +10.6% | 9,417,607 |
| ENVESTNET ASSET MANAGEMENT INC | +762,409 | +27.5% | 3,530,593 |
| Quadratic Capital Management LLC | +559,922 | +529.1% | 665,746 |
| NEPC LLC | +457,791 | +5.4% | 8,860,856 |
| MORGAN STANLEY | +372,435 | +3.1% | 12,237,039 |
| NewEdge Advisors, LLC | +241,285 | +891.8% | 268,341 |
| AMERIPRISE FINANCIAL INC | +240,503 | +3.5% | 7,157,906 |
| LPL Financial LLC | +237,151 | +10.4% | 2,526,797 |
| JPMORGAN CHASE & CO | +206,947 | +30.2% | 891,785 |
| Rainwater Charitable Foundation | +184,652 | +20.8% | 1,071,104 |
| Jump Financial, LLC | +148,400 | +191.1% | 226,055 |
| Cambridge Investment Research Advis | +141,746 | +114.6% | 265,426 |
| EP Wealth Advisors, LLC | +127,249 | +173.5% | 200,578 |
| RAYMOND JAMES FINANCIAL INC | +117,264 | +14.6% | 921,379 |
| Cetera Investment Advisers | +112,237 | +102.2% | 222,035 |
| Bank of New York Mellon Corp | +100,379 | +11.6% | 967,464 |
| Facet Wealth, Inc. | +92,041 | +15.2% | 696,801 |