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Vanguard Long-Term Treasury ETF

408 hedge funds and large institutions have $6.27B invested in Vanguard Long-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% less funds holding

Funds holding: 409408 (-1)

8.25% less ownership

Funds ownership: 71.94%63.69% (-8.3%)

41% less capital invested

Capital invested by funds: $10.7B → $6.27B (-$4.41B)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.37%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
87
Increased
154
Reduced
126
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Truvestments Capital
Florida
$506K -$3.56M -61,428 -87%
FWM
252
FFT Wealth Management
Pennsylvania
$495K -$1.56M -26,913 -75%
FI
253
FWG Investments
Kentucky
$483K +$10.5K +182 +2%
BCM
254
BluePointe Capital Management
California
$481K +$504K +8,693 New
RIG
255
Ramiah Investment Group
Wisconsin
$477K -$281K -4,845 -36%
JPT
256
Jordan Park Trust
New Hampshire
$476K +$498K +8,600 New
WSFS
257
Wilmington Savings Fund Society
Delaware
$475K -$67.9K -1,172 -12%
VCA
258
Verdence Capital Advisors
Maryland
$466K +$488K +8,422 New
Financial Engines Advisors
259
Financial Engines Advisors
California
$460K +$49.4K +852 +11%
Q1WB
260
Quest 10 Wealth Builders
Virginia
$459K +$481K +8,292 New
UF
261
Univest Financial
Pennsylvania
$422K +$237K +4,090 +116%
MSWMA
262
Market Street Wealth Management Advisors
Indiana
$420K
Jones Financial Companies
263
Jones Financial Companies
Missouri
$400K +$64.4K +1,111 +18%
PI
264
PFG Investments
New York
$392K -$80.5K -1,389 -16%
MCM
265
MAI Capital Management
Ohio
$389K +$407K +7,030 New
AIM
266
Archer Investment Management
Texas
$389K +$407K +7,028 New
NL
267
NWAM LLC
Washington
$375K +$34.5K +595 +10%
VA
268
Valmark Advisers
Ohio
$372K +$9.91K +171 +3%
Northern Trust
269
Northern Trust
Illinois
$372K -$688K -11,879 -64%
LRWM
270
Lord & Richards Wealth Management
Colorado
$366K +$384K +6,617 New
AF
271
Affiance Financial
Minnesota
$359K
PWP
272
Perfromance Wealth Partners
Illinois
$354K -$345K -5,944 -48%
PAG
273
Private Advisor Group
New Jersey
$343K +$38.3K +660 +12%
NAS
274
Nicolet Advisory Services
Wisconsin
$338K -$73.2K -1,263 -17%
STA
275
Shade Tree Advisors
New York
$337K +$353K +6,095 New

VGLT Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2024, worth a combined $6.27B — down 41% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VGLT positions and 78 closed out — a net gain of 9 holders — while 154 added to existing stakes and 126 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $2.5B.

  • 408 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2024, down from 409 in Q3 2024.
  • Funds reported $6.27B of Vanguard Long-Term Treasury ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 87 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2024 and 78 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $150M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.5B sold.

Based on aggregated 13F filings for Q4 2024.