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Vanguard Long-Term Treasury ETF

408 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 87 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% less funds holding

Funds holding: 409408 (-1)

8.25% less ownership

Funds ownership: 71.94%63.69% (-8.3%)

41% less capital invested

Capital invested by funds: $10.7B → $6.27B (-$4.41B)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.37%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
87
Increased
154
Reduced
126
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
226
Vident Advisory
Georgia
$692K -$2.6M -44,848 -78%
SWA
227
Sightline Wealth Advisors
Connecticut
$689K +$15.1K +261 +2%
Simplex Trading
228
Simplex Trading
Illinois
$683K +$648K +11,187 +969%
VAM
229
Verity Asset Management
North Carolina
$683K +$9.74K +168 +1%
TF
230
TME Financial
California
$667K +$628K +10,842 New
KPWS
231
Kestra Private Wealth Services
Texas
$667K +$42.5K +734 +6%
CA
232
CoreCap Advisors
Michigan
$665K +$641K +11,055 +1,149%
HCM
233
Hengehold Capital Management
Ohio
$663K +$323K +5,581 +87%
LI
234
LifeWealth Investments
Florida
$651K +$682K +11,769 New
KAS
235
Kestra Advisory Services
Texas
$641K +$46.7K +806 +7%
FIA
236
Foundations Investment Advisors
Arizona
$630K -$63.2K -1,090 -9%
ESB
237
Essex Savings Bank
Connecticut
$619K
AFG
238
Atomi Financial Group
New York
$592K +$50.9K +879 +9%
BI
239
Bolthouse Investments
California
$565K +$591K +10,203 New
TC
240
TownSquare Capital
Utah
$562K +$369K +6,369 +168%
WWP
241
Wise Wealth Partners
Arizona
$551K +$577K +9,960 New
MWM
242
Maripau Wealth Management
Indiana
$542K +$567K +9,791 New
Vanguard Group
243
Vanguard Group
Pennsylvania
$531K +$334K +5,767 +151%
ACM
244
Ashford Capital Management
Delaware
$527K -$1.28M -22,166 -70%
HHRDM
245
H&H Retirement Design & Management
Nevada
$527K +$539K +9,295 New
CB
246
Community Bank
New York
$523K +$22.1K +382 +4%
GWMIA
247
Global Wealth Management Investment Advisory
Florida
$516K -$7.77K -134 -1%
CIA
248
Compass Ion Advisors
Pennsylvania
$513K
CWM
249
Comprehensive Wealth Management
Washington
$508K +$114K +1,965 +27%
GM
250
GeoWealth Management
Illinois
$507K -$97.2K -1,677 -15%

VGLT Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2024, worth a combined $6.27B — down 41% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VGLT positions and 78 closed out — a net gain of 9 holders — while 154 added to existing stakes and 126 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $2.5B.

  • 408 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2024, down from 409 in Q3 2024.
  • Funds reported $6.27B of Vanguard Long-Term Treasury ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 87 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2024 and 78 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $150M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.5B sold.

Based on aggregated 13F filings for Q4 2024.