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Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$588K +$157K +2,781 +41%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$582K +$534K +9,457 New
ESB
228
Essex Savings Bank
Connecticut
$564K +$518K +9,167 New
PI
229
PFG Investments
New York
$556K +$44.8K +793 +10%
MCCP
230
Mission Creek Capital Partners
California
$553K -$133K -2,346 -21%
GC
231
Guidance Capital
Kentucky
$548K +$505K +8,945 New
GWMIA
232
Global Wealth Management Investment Advisory
Florida
$528K -$60.8K -1,076 -11%
M&T Bank
233
M&T Bank
New York
$521K -$20.4M -360,518 -98%
FAAM
234
First Ascent Asset Management
Colorado
$495K -$27K -477 -6%
CCM
235
Crabel Capital Management
California
$483K +$444K +7,854 New
MCM
236
Manchester Capital Management
Vermont
$480K
KWM
237
Kingsview Wealth Management
Oregon
$475K +$53.3K +944 +14%
CAN
238
Cetera Advisor Networks
California
$468K -$60.7K -1,074 -12%
TAM
239
Titleist Asset Management
Texas
$465K +$427K +7,561 New
FI
240
FWG Investments
Kentucky
$455K +$418K +7,400 New
EWM
241
Executive Wealth Management
Michigan
$448K +$411K +7,278 New
NA
242
Nottingham Advisors
New York
$445K -$6.27K -111 -0.7%
US Bancorp
243
US Bancorp
Minnesota
$439K +$168K +2,980 +72%
CSWG
244
Cardinal Strategic Wealth Guidance
Kentucky
$421K +$58.6K +1,037 +18%
Cerity Partners
245
Cerity Partners
New York
$419K +$165K +2,923 +75%
AF
246
Affiance Financial
Minnesota
$399K -$68.7K -1,216 -16%
VA
247
Valmark Advisers
Ohio
$399K +$904 +16 +0.2%
AI
248
Auour Investments
Massachusetts
$383K -$9.72K -172 -3%
AFO
249
Arrowroot Family Office
California
$379K -$705K -12,481 -67%
NFG
250
Northeast Financial Group
Pennsylvania
$378K -$995K -17,606 -74%

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.