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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

367 hedge funds and large institutions have $9.51B invested in Vanguard Long-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+6
Holders Change %
+1.66%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.33%
New
62
Increased
161
Reduced
107
Closed
52
Calls
$42.6M
Puts
$14M
Net Calls
+$28.5M
Net Calls Change
+$3.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.54B
2
SCM
SCS Capital Management
Massachusetts
$160M
3
Fisher Asset Management
Fisher Asset Management
Washington
$60.6M
4
Ameriprise
Ameriprise
Minnesota
$682M
5
Bank of America
Bank of America
North Carolina
$1.17B

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
$399K
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$391K
3
AssetMark Inc
AssetMark Inc
California
$16M
4
ATI
Act Two Investors
California
$8.22M
5
KWM
Kaydan Wealth Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
251
Glassman Wealth Services
Virginia
$349K – – –
Mariner
252
Mariner
Kansas
$346K -$71.9K -1,247 -17%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$328K -$325K -5,633 -50%
GP
254
Girard Partners
Pennsylvania
$326K -$187K -3,244 -36%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$325K -$421K -7,293 -56%
UCB
256
United Community Bank
South Carolina
$323K +$41.6K +722 +15%
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$311K +$311K +5,388 New
OPCM
258
Osborne Partners Capital Management
California
$310K -$30.3K -525 -9%
LNWWM
259
Laird Norton Wetherby Wealth Management
California
$301K -$3.98K -69 -1%
SAI
260
Savvy Advisors Inc
New York
$298K -$28.3K -491 -9%
HCM
261
Hilton Capital Management
New York
$288K – – –
VT
262
Vise Technologies
New York
$286K +$286K +4,967 New
IWN
263
Independent Wealth Network
Iowa
$286K -$5.08K -88 -2%
EP
264
Edgestream Partners
New Jersey
$279K +$279K +4,833 New
TI
265
TrueMark Investments
Illinois
$276K +$276K +4,789 New
CFO
266
Collective Family Office
Pennsylvania
$262K +$262K +4,537 New
LPT
267
Legacy Private Trust
Wisconsin
$259K +$259K +4,496 New
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$259K -$48.9K -779 -16%
CFGS
269
Concourse Financial Group Securities
Alabama
$247K -$2.13K -37 -0.9%
GS
270
GTS Securities
New York
$244K +$244K +4,238 New
IA
271
IFP Advisors
Florida
$234K -$34.2K -593 -13%
MWA
272
Mills Wealth Advisors
Texas
$234K +$234K +4,051 New
GGS
273
Galvin Gaustad & Stein
Arizona
$233K +$233K +4,035 New
MWM
274
Maripau Wealth Management
Indiana
$227K +$227K +3,929 New
AAS
275
Annex Advisory Services
Wisconsin
$225K +$225K +3,897 New
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