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Vanguard Long-Term Treasury ETF

361 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.23%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
168
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$469K +$108K +1,821 +30%
MCM
227
Manchester Capital Management
Vermont
$462K
Cerity Partners
228
Cerity Partners
New York
$459K +$56.3K +951 +14%
EFG
229
Ehrlich Financial Group
California
$450K +$191K +3,231 +74%
VA
230
Vident Advisory
Georgia
$449K +$449K +7,580 New
KPWS
231
Kestra Private Wealth Services
Texas
$443K +$443K +7,474 New
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$435K +$435K +7,339 New
WP
233
WealthShield Partners
North Carolina
$432K +$105K +1,779 +32%
Mariner
234
Mariner
Kansas
$430K +$67.6K +1,141 +19%
US Bancorp
235
US Bancorp
Minnesota
$423K +$237 +4 +0.1%
AI
236
Auour Investments
Massachusetts
$415K +$29.6K +500 +8%
FAM
237
Formidable Asset Management
Ohio
$409K +$409K +6,898 New
EWA
238
EverSource Wealth Advisors
Alabama
$403K -$281K -5,059 -41%
EW
239
Evoke Wealth
California
$402K +$402K +6,782 New
TAM
240
Titleist Asset Management
Texas
$395K -$52.7K -890 -12%
LSAG
241
Lake Street Advisors Group
New Hampshire
$384K +$384K +6,490 New
AF
242
Affiance Financial
Minnesota
$384K
VA
243
Valmark Advisers
Ohio
$383K -$948 -16 -0.2%
P
244
Pitcairn
Pennsylvania
$378K -$469K -7,912 -55%
BRWA
245
B. Riley Wealth Advisors
Florida
$376K -$154K -2,781 -29%
SWM
246
Spire Wealth Management
Virginia
$376K +$12K +203 +3%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$375K -$185K -3,131 -33%
CWM
248
Centurion Wealth Management
Virginia
$372K +$48.6K +821 +15%
M&T Bank
249
M&T Bank
New York
$361K -$141K -2,375 -28%
GWS
250
Glassman Wealth Services
Virginia
$358K