We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF

368 hedge funds and large institutions have $9.51B invested in Vanguard Long-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $14M

51% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 107

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

2% more funds holding

Funds holding: 362368 (+6)

4% more capital invested

Capital invested by funds: $9.13B → $9.51B (+$382M)

0.56% less ownership

Funds ownership: 74.87%74.3% (-0.56%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
368
Holders Change
+6
Holders Change %
+1.66%
% of All Funds
5.31%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.33%
New
62
Increased
162
Reduced
107
Closed
52
Calls
$42.6M
Puts
$14M
Net Calls
+$28.5M
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
226
Oak Hill Wealth Advisors
Virginia
$490K +$486K +8,490 New
FI
227
FWG Investments
Kentucky
$489K -$801 -14 -0.2%
GM
228
GeoWealth Management
Illinois
$487K -$74.8K -1,307 -13%
Creative Planning
229
Creative Planning
Kansas
$487K +$29.9K +523 +7%
PI
230
PFG Investments
New York
$483K -$69.6K -1,217 -13%
KWM
231
Kingsview Wealth Management
Oregon
$460K +$456K +7,969 New
MCM
232
Manchester Capital Management
Vermont
$450K
Cerity Partners
233
Cerity Partners
New York
$439K -$8.24K -144 -2%
MSWMA
234
Market Street Wealth Management Advisors
Indiana
$438K -$469K -8,201 -52%
WP
235
WealthShield Partners
North Carolina
$433K +$12.2K +213 +3%
Financial Engines Advisors
236
Financial Engines Advisors
California
$428K +$425K +7,425 New
AI
237
Auour Investments
Massachusetts
$402K -$2.8K -49 -0.7%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$399K -$23.7K -415 -6%
CWM
239
Comprehensive Wealth Management
Washington
$399K -$19.2M -336,197 -98%
HCM
240
Hengehold Capital Management
Ohio
$392K +$192K +3,357 +98%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$391K -$16.3M -285,757 -98%
IAA
242
Independent Advisor Alliance
North Carolina
$382K +$119K +2,087 +46%
LSAG
243
Lake Street Advisors Group
New Hampshire
$374K
AF
244
Affiance Financial
Minnesota
$374K
VA
245
Valmark Advisers
Ohio
$373K
P
246
Pitcairn
Pennsylvania
$368K
PAG
247
Private Advisor Group
New Jersey
$365K +$130K +2,276 +56%
FWM
248
FFT Wealth Management
Pennsylvania
$361K -$271K -4,740 -43%
BSW
249
Buckingham Strategic Wealth
Missouri
$356K +$27.4K +479 +8%
M&T Bank
250
M&T Bank
New York
$354K +$2.86K +50 +0.8%

VGLT Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2024, worth a combined $9.51B — up 4.2% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VGLT positions and 52 closed out — a net gain of 10 holders — while 162 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $113M. The largest seller was Comprehensive Wealth Management, cutting an estimated $19.2M.

  • 368 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $9.51B of Vanguard Long-Term Treasury ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 62 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2024 and 52 closed out, a net change of +10 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2024 was Comprehensive Wealth Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.