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Vanguard Long-Term Treasury ETF

362 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, 169 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $6.42M

78% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 95

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

9% more capital invested

Capital invested by funds: $8.4B → $9.13B (+$730M)

3% more funds holding

Funds holding: 352362 (+10)

3.46% less ownership

Funds ownership: 78.32%74.87% (-3.5%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.21%
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
169
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
251
Glassman Wealth Services
Virginia
$358K
RFC
252
Regions Financial Corp
Alabama
$355K +$39.6K +669 +13%
CA
253
Cetera Advisors
Colorado
$355K +$354K +5,985 New
OPCM
254
Osborne Partners Capital Management
California
$349K -$635K -10,729 -65%
ACA
255
Aptus Capital Advisors
Alabama
$341K +$339K +5,724 +23,850%
BSW
256
Buckingham Strategic Wealth
Missouri
$337K +$337K +5,690 New
TPW
257
Transatlantique Private Wealth
New York
$336K -$303K -5,120 -47%
SAI
258
Savvy Advisors Inc
New York
$336K +$125K +2,113 +60%
SWA
259
Sax Wealth Advisors
New Jersey
$332K +$331K +5,597 New
NFG
260
Northeast Financial Group
Pennsylvania
$321K -$42.8K -723 -12%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$313K +$313K +5,291 New
SC
262
Sykon Capital
New York
$307K -$10.1M -170,467 -97%
IWN
263
Independent Wealth Network
Iowa
$299K +$296 +5 +0.1%
HCM
264
Hilton Capital Management
New York
$296K
SA
265
SpiderRock Advisors
Delaware
$293K +$298K +5,044 New
UCB
266
United Community Bank
South Carolina
$289K +$73.9K +1,249 +34%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$288K +$290K +4,901 New
BFA
268
Bluestem Financial Advisors
Illinois
$287K +$287K +4,853 New
AWE
269
Avidian Wealth Enterprises
Texas
$279K -$4.83M -81,659 -95%
IA
270
IFP Advisors
Florida
$275K +$119K +2,018 +77%
BJL
271
Brighton Jones LLC
Washington
$275K +$274K +4,634 New
AWA
272
Authentikos Wealth Advisory
California
$271K -$52.3K -885 -16%
IAA
273
Independent Advisor Alliance
North Carolina
$269K +$268K +4,537 New
CFGS
274
Concourse Financial Group Securities
Alabama
$255K +$85K +1,437 +50%
CFA
275
Capstone Financial Advisors
Illinois
$247K -$562K -9,500 -70%

VGLT Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2024, worth a combined $9.13B — up 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 51 closed out — a net gain of 15 holders — while 169 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $550M.

  • 362 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2024, up from 352 in Q4 2023.
  • Funds reported $9.13B of Vanguard Long-Term Treasury ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2024 and 51 closed out, a net change of +15 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $1.72B added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2024.