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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

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
Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.16%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$805M
2
Morgan Stanley
Morgan Stanley
New York
$1.04B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$504M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$348M
5
Bank of America
Bank of America
North Carolina
$1.37B

Top Sellers

1
LWM
Liberty Wealth Management
California
$2.5M
2
M&T Bank
M&T Bank
New York
$521K
3
BPA
Beacon Pointe Advisors
California
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$4.86M
5
CCA
Checchi Capital Advisers
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
251
Mariner
Kansas
$376K +$40.7K +661 +12%
Creative Planning
252
Creative Planning
Kansas
$375K +$58.6K +952 +19%
GWS
253
Glassman Wealth Services
Virginia
$372K +$372K +6,050 New
SG
254
StoneX Group
New York
$366K +$366K +5,949 New
SWM
255
Spire Wealth Management
Virginia
$361K -$77.7K -1,319 -18%
WP
256
WealthShield Partners
North Carolina
$340K +$86.9K +1,412 +34%
AWA
257
Authentikos Wealth Advisory
California
$336K -$60.2K -979 -15%
CWM
258
Centurion Wealth Management
Virginia
$336K -$121K -1,961 -26%
RFC
259
Regions Financial Corp
Alabama
$327K +$327K +5,318 New
HF
260
HRT Financial
New York
$320K -$95.2K -1,548 -23%
IWN
261
Independent Wealth Network
Iowa
$310K +$42.7K +694 +16%
HCM
262
Hilton Capital Management
New York
$308K – – –
PTC
263
Private Trust Company
Ohio
$299K -$26.6K -432 -8%
AWS
264
Atria Wealth Solutions
New York
$279K -$117K -1,906 -30%
EFG
265
Ehrlich Financial Group
California
$269K +$269K +4,365 New
BCP
266
Berkeley Capital Partners
Georgia
$268K +$268K +4,359 New
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$268K +$186K +2,999 +229%
SVWG
268
Shared Vision Wealth Group
United States
$261K +$261K +4,237 New
NA
269
NewEdge Advisors
Louisiana
$254K +$21.2K +344 +9%
CA
270
Continuum Advisory
Idaho
$253K +$253K +4,104 New
Vanguard Group
271
Vanguard Group
Pennsylvania
$247K +$247K +4,015 New
PAG
272
Private Advisor Group
New Jersey
$245K +$9.97K +162 +4%
LIG
273
Lokken Investment Group
Delaware
$238K +$1.35K +22 +0.6%
SAS
274
Sage Advisory Services
Texas
$230K +$230K +3,740 New
AAS
275
Annex Advisory Services
Wisconsin
$228K -$109K -1,764 -32%
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