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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

404 hedge funds and large institutions have $6.27B invested in Vanguard Long-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-4
Holders Change %
-0.98%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
84
Increased
154
Reduced
125
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$144M
2
NL
NEPC LLC
Massachusetts
$336M
3
BI
Bramshill Investments
Florida
$59.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$594M
5
QC
Quadrature Capital
United Kingdom
$26.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.4M
2
Bank of America
Bank of America
North Carolina
$552M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.2M
4
Charles Schwab
Charles Schwab
California
$0
5
CCWM
Cassaday & Co Wealth Management
Virginia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
226
Vident Advisory
Georgia
$692K -$2.48M -44,848 -78%
SWA
227
Sightline Wealth Advisors
Connecticut
$689K +$14.4K +261 +2%
Simplex Trading
228
Simplex Trading
Illinois
$683K +$619K +11,187 +969%
VAM
229
Verity Asset Management
North Carolina
$683K +$9.3K +168 +1%
TF
230
TME Financial
California
$667K +$667K +10,842 New
KPWS
231
Kestra Private Wealth Services
Texas
$667K +$40.6K +734 +6%
CA
232
CoreCap Advisors
Michigan
$665K +$612K +11,055 +1,149%
HCM
233
Hengehold Capital Management
Ohio
$663K +$309K +5,581 +87%
LI
234
LifeWealth Investments
Florida
$651K +$651K +11,769 New
KAS
235
Kestra Advisory Services
Texas
$641K +$44.6K +806 +7%
FIA
236
Foundations Investment Advisors
Arizona
$630K -$60.3K -1,090 -9%
ESB
237
Essex Savings Bank
Connecticut
$619K – – –
AFG
238
Atomi Financial Group
New York
$592K +$48.7K +879 +9%
BI
239
Bolthouse Investments
California
$565K +$565K +10,203 New
TC
240
TownSquare Capital
Utah
$562K +$353K +6,369 +168%
WWP
241
Wise Wealth Partners
Arizona
$551K +$551K +9,960 New
MWM
242
Maripau Wealth Management
Indiana
$542K +$542K +9,791 New
Vanguard Group
243
Vanguard Group
Pennsylvania
$531K +$319K +5,767 +151%
ACM
244
Ashford Capital Management
Delaware
$527K -$1.23M -22,166 -70%
HHRDM
245
H&H Retirement Design & Management
Nevada
$527K +$527K +9,295 New
CB
246
Community Bank
New York
$523K +$21.1K +382 +4%
GWMIA
247
Global Wealth Management Investment Advisory
Florida
$516K -$7.42K -134 -1%
CIA
248
Compass Ion Advisors
Pennsylvania
$513K – – –
CWM
249
Comprehensive Wealth Management
Washington
$508K +$109K +1,965 +27%
GM
250
GeoWealth Management
Illinois
$507K -$92.8K -1,677 -15%
8 9
10
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