— Know what they know.
Not Investment Advice

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
ETF NASDAQ · AUM $14.9B

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

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %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
Biggest Decreases (20)
HolderReducedChange %Total Shares
FIFTH THIRD BANCORP -1,178,932 -97.3% 32,387
Prime Capital Investment Advisors, -1,022,425 -98.7% 13,784
Cassaday & Co Wealth Management LLC -866,317 -17.8% 4,001,465
Ironwood Wealth Management, LLC. -606,617 -74.9% 202,849
Corient Private Wealth LP -454,940 -29.4% 1,092,324
Mirae Asset Global Investments Co., -435,110 -18.3% 1,941,156
NORTHWESTERN MUTUAL WEALTH MANAGEME -412,657 -68.2% 192,695
U.S. Capital Wealth Advisors, LLC -258,376 -98.2% 4,728
GOLDMAN SACHS GROUP INC -223,309 -31.9% 475,919
Forum Financial Management, LP -197,694 -22.1% 698,517
JANE STREET GROUP, LLC -188,195 -82.1% 41,170
ROYAL BANK OF CANADA -156,752 -32.2% 329,779
MERCER GLOBAL ADVISORS INC /ADV -137,992 -39.8% 208,753
Harvest Portfolios Group Inc. -134,771 -27.3% 358,561
Wealthfront Advisers LLC -117,134 -25.1% 348,668
NOTTINGHAM ADVISORS, INC. -112,527 -27.9% 290,316
RHS Financial, LLC -107,894 -87.8% 14,965
BENJAMIN EDWARDS INC -100,398 -95.2% 5,101
Penserra Capital Management LLC -79,673 -22.3% 277,970
ASSETMARK, INC -76,405 -9.5% 726,063

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms