VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

361 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.23%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
168
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.49B
2
NL
NEPC LLC
Massachusetts
$239M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$330M
4
RCF
Rainwater Charitable Foundation
Texas
$68.1M
5
JPG
Jordan Park Group
California
$143M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$446M
2
Ameriprise
Ameriprise
Minnesota
$633M
3
Bank of America
Bank of America
North Carolina
$1.15B
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
251
Regions Financial Corp
Alabama
$355K +$39.6K +669 +13%
CA
252
Cetera Advisors
Colorado
$355K +$355K +5,985 New
OPCM
253
Osborne Partners Capital Management
California
$349K -$636K -10,729 -65%
ACA
254
Aptus Capital Advisors
Alabama
$341K +$339K +5,724 +23,850%
BSW
255
Buckingham Strategic Wealth
Missouri
$337K +$337K +5,690 New
TPW
256
Transatlantique Private Wealth
New York
$336K -$303K -5,120 -47%
SAI
257
Savvy Advisors Inc
New York
$336K +$125K +2,113 +60%
SWA
258
Sax Wealth Advisors
New Jersey
$332K +$332K +5,597 New
NFG
259
Northeast Financial Group
Pennsylvania
$321K -$42.8K -723 -12%
LNWWM
260
Laird Norton Wetherby Wealth Management
California
$313K +$313K +5,291 New
SC
261
Sykon Capital
New York
$307K -$10.1M -170,467 -97%
IWN
262
Independent Wealth Network
Iowa
$299K +$296 +5 +0.1%
HCM
263
Hilton Capital Management
New York
$296K – – –
SA
264
SpiderRock Advisors
Delaware
$293K +$293K +5,044 New
UCB
265
United Community Bank
South Carolina
$289K +$74K +1,249 +34%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$288K +$288K +4,901 New
BFA
267
Bluestem Financial Advisors
Illinois
$287K +$287K +4,853 New
AWE
268
Avidian Wealth Enterprises
Texas
$279K -$4.84M -81,659 -95%
IA
269
IFP Advisors
Florida
$275K +$120K +2,018 +77%
BJL
270
Brighton Jones LLC
Washington
$275K +$275K +4,634 New
AWA
271
Authentikos Wealth Advisory
California
$271K -$52.4K -885 -16%
IAA
272
Independent Advisor Alliance
North Carolina
$269K +$269K +4,537 New
CFGS
273
Concourse Financial Group Securities
Alabama
$255K +$85.1K +1,437 +50%
CFA
274
Capstone Financial Advisors
Illinois
$247K -$563K -9,500 -70%
SWP
275
Stratos Wealth Partners
Ohio
$243K +$243K +4,103 New
9 10
11
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