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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $7.39M | Put options by funds: $6M

14% more capital invested

Capital invested by funds: $2.73B → $3.12B (+$394M)

7% more funds holding

Funds holding: 236252 (+16)

1.78% more ownership

Funds ownership: 62.02%63.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
226
Headlands Technologies
Illinois
$19.9K -$12.7K -197 -39%
CIA
227
Choate Investment Advisors
Massachusetts
$19.1K
AF
228
Advisornet Financial
Minnesota
$17.7K
TWM
229
Tradition Wealth Management
Minnesota
$16K +$15.7K +243 New
GI
230
Gradient Investments
Minnesota
$14.8K -$103K -1,591 -88%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$14.4K +$10.7K +166 +307%
PA
232
Parallel Advisors
California
$13.8K
GRP
233
Global Retirement Partners
California
$13.1K +$6.32K +98 +97%
TWA
234
TCI Wealth Advisors
Arizona
$11.4K
CHC
235
City Holding Co
West Virginia
$11.3K -$9.42K -146 -46%
FHA
236
First Horizon Advisors
Tennessee
$9.5K +$9.35K +145 New
SS
237
Sunbelt Securities
Texas
$9.38K +$9.35K +145 New
HI
238
Harbour Investments
Wisconsin
$9.17K
TRCT
239
Tower Research Capital (TRC)
New York
$8K +$2.97K +46 +58%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$7.9K +$3.58M +55,537 +85%
BBHC
241
Brown Brothers Harriman & Co
New York
$7.08K
William Blair & Company
242
William Blair & Company
Illinois
$7.01K +$4.77K +74 +224%
CB
243
Community Bank
New York
$6.88K
AIC
244
Archer Investment Corporation
Indiana
$6.42K
SWG
245
Summit Wealth Group
Vermont
$6K +$23M +356,475 +2,990%
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$5.5K +$5.42K +84 New
NA
247
NewEdge Advisors
Louisiana
$3.73K -$5.55K -86 -60%
TAM
248
Tucker Asset Management
Colorado
$2.75K
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$2.56K +$2.52K +39 New
TFA
250
Transamerica Financial Advisors
Florida
$1K

VGLT Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2023, worth a combined $3.12B — up 14% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGLT positions and 37 closed out — a net gain of 22 holders — while 114 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $147M. The largest seller was Bank of America, cutting an estimated $163M.

  • 252 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $3.12B of Vanguard Long-Term Treasury ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 59 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.