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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

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
Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.16%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$805M
2
Morgan Stanley
Morgan Stanley
New York
$1.04B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$504M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$348M
5
Bank of America
Bank of America
North Carolina
$1.37B

Top Sellers

1
LWM
Liberty Wealth Management
California
$2.5M
2
M&T Bank
M&T Bank
New York
$521K
3
BPA
Beacon Pointe Advisors
California
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$4.86M
5
CCA
Checchi Capital Advisers
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
226
B. Riley Wealth Advisors
Florida
$588K +$171K +2,781 +41%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$582K +$582K +9,457 New
ESB
228
Essex Savings Bank
Connecticut
$564K +$564K +9,167 New
PI
229
PFG Investments
New York
$556K +$48.8K +793 +10%
MCCP
230
Mission Creek Capital Partners
California
$553K -$144K -2,346 -21%
GC
231
Guidance Capital
Kentucky
$548K +$548K +8,945 New
GWMIA
232
Global Wealth Management Investment Advisory
Florida
$528K -$66.2K -1,076 -11%
M&T Bank
233
M&T Bank
New York
$521K -$22.2M -360,518 -98%
FAAM
234
First Ascent Asset Management
Colorado
$495K -$29.4K -477 -6%
CCM
235
Crabel Capital Management
California
$483K +$483K +7,854 New
MCM
236
Manchester Capital Management
Vermont
$480K – – –
KWM
237
Kingsview Wealth Management
Oregon
$475K +$58.1K +944 +14%
CAN
238
Cetera Advisor Networks
California
$468K -$66.1K -1,074 -12%
TAM
239
Titleist Asset Management
Texas
$465K +$465K +7,561 New
FI
240
FWG Investments
Kentucky
$455K +$455K +7,400 New
EWM
241
Executive Wealth Management
Michigan
$448K +$448K +7,278 New
NA
242
Nottingham Advisors
New York
$445K -$3.31K -111 -0.7%
US Bancorp
243
US Bancorp
Minnesota
$439K +$183K +2,980 +72%
CSWG
244
Cardinal Strategic Wealth Guidance
Kentucky
$421K +$63.8K +1,037 +18%
Cerity Partners
245
Cerity Partners
New York
$419K +$180K +2,923 +75%
AF
246
Affiance Financial
Minnesota
$399K -$74.8K -1,216 -16%
VA
247
Valmark Advisers
Ohio
$399K +$984 +16 +0.2%
AI
248
Auour Investments
Massachusetts
$383K -$10.1K -172 -3%
AFO
249
Arrowroot Family Office
California
$379K -$768K -12,481 -67%
NFG
250
Northeast Financial Group
Pennsylvania
$378K -$1.08M -17,606 -74%
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