We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
251
Mariner
Kansas
$376K +$37.3K +661 +12%
Creative Planning
252
Creative Planning
Kansas
$375K +$53.8K +952 +19%
GWS
253
Glassman Wealth Services
Virginia
$372K +$342K +6,050 New
SG
254
StoneX Group
New York
$366K +$336K +5,949 New
SWM
255
Spire Wealth Management
Virginia
$361K -$74.5K -1,319 -18%
WP
256
WealthShield Partners
North Carolina
$340K +$79.8K +1,412 +34%
AWA
257
Authentikos Wealth Advisory
California
$336K -$55.3K -979 -15%
CWM
258
Centurion Wealth Management
Virginia
$336K -$111K -1,961 -26%
RFC
259
Regions Financial Corp
Alabama
$327K +$300K +5,318 New
HF
260
HRT Financial
New York
$320K -$87.5K -1,548 -23%
IWN
261
Independent Wealth Network
Iowa
$310K +$39.2K +694 +16%
HCM
262
Hilton Capital Management
New York
$308K
PTC
263
Private Trust Company
Ohio
$299K -$24.4K -432 -8%
AWS
264
Atria Wealth Solutions
New York
$279K -$108K -1,906 -30%
EFG
265
Ehrlich Financial Group
California
$269K +$247K +4,365 New
BCP
266
Berkeley Capital Partners
Georgia
$268K +$246K +4,359 New
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$268K +$169K +2,999 +229%
SVWG
268
Shared Vision Wealth Group
United States
$261K +$239K +4,237 New
NA
269
NewEdge Advisors
Louisiana
$254K +$19.4K +344 +9%
CA
270
Continuum Advisory
Idaho
$253K +$232K +4,104 New
Vanguard Group
271
Vanguard Group
Pennsylvania
$247K +$227K +4,015 New
PAG
272
Private Advisor Group
New Jersey
$245K +$9.15K +162 +4%
LIG
273
Lokken Investment Group
Delaware
$238K +$1.24K +22 +0.6%
SAS
274
Sage Advisory Services
Texas
$230K +$211K +3,740 New
AAS
275
Annex Advisory Services
Wisconsin
$228K -$99.7K -1,764 -32%

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.