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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

367 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, 161 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+6
Holders Change %
+1.66%
% of All Funds
5.34%
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
161
Reduced
107
Closed
52
Calls
$42.6M
Puts
$14M
Net Calls
+$28.5M
Net Calls Change
+$3.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$114M
2
SCM
SCS Capital Management
Massachusetts
+$83.9M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$59.5M
4
Ameriprise
Ameriprise
Minnesota
+$59.2M
5
Bank of America
Bank of America
North Carolina
+$50.6M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
-$19.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.5M
3
AssetMark Inc
AssetMark Inc
California
-$15.9M
4
ATI
Act Two Investors
California
-$15.1M
5
KWM
Kaydan Wealth Management
Michigan
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
226
FWG Investments
Kentucky
$489K -$808 -14 -0.2%
GM
227
GeoWealth Management
Illinois
$487K -$75.4K -1,307 -13%
Creative Planning
228
Creative Planning
Kansas
$487K +$30.2K +523 +7%
PI
229
PFG Investments
New York
$483K -$70.2K -1,217 -13%
KWM
230
Kingsview Wealth Management
Oregon
$460K +$460K +7,969 New
MCM
231
Manchester Capital Management
Vermont
$450K – – –
Cerity Partners
232
Cerity Partners
New York
$439K -$8.31K -144 -2%
MSWMA
233
Market Street Wealth Management Advisors
Indiana
$438K -$473K -8,201 -52%
WP
234
WealthShield Partners
North Carolina
$433K +$12.3K +213 +3%
Financial Engines Advisors
235
Financial Engines Advisors
California
$428K +$428K +7,425 New
AI
236
Auour Investments
Massachusetts
$402K -$2.83K -49 -0.7%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$399K -$23.9K -415 -6%
CWM
238
Comprehensive Wealth Management
Washington
$399K -$19.4M -336,197 -98%
HCM
239
Hengehold Capital Management
Ohio
$392K +$194K +3,357 +98%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$391K -$16.5M -285,757 -98%
IAA
241
Independent Advisor Alliance
North Carolina
$382K +$120K +2,087 +46%
LSAG
242
Lake Street Advisors Group
New Hampshire
$374K – – –
AF
243
Affiance Financial
Minnesota
$374K – – –
VA
244
Valmark Advisers
Ohio
$373K – – –
P
245
Pitcairn
Pennsylvania
$368K – – –
PAG
246
Private Advisor Group
New Jersey
$365K +$131K +2,276 +56%
FWM
247
FFT Wealth Management
Pennsylvania
$361K -$273K -4,740 -43%
BSW
248
Buckingham Strategic Wealth
Missouri
$356K +$27.6K +479 +8%
M&T Bank
249
M&T Bank
New York
$354K +$2.89K +50 +0.8%
CL
250
Choreo LLC
Illinois
$352K +$352K +6,167 New
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