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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

404 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 84 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-4
Holders Change %
-0.98%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
84
Increased
154
Reduced
125
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$144M
2
NL
NEPC LLC
Massachusetts
$336M
3
BI
Bramshill Investments
Florida
$59.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$594M
5
QC
Quadrature Capital
United Kingdom
$26.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.4M
2
Bank of America
Bank of America
North Carolina
$552M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.2M
4
Charles Schwab
Charles Schwab
California
$0
5
CCWM
Cassaday & Co Wealth Management
Virginia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Truvestments Capital
Florida
$506K -$3.4M -61,428 -87%
FWM
252
FFT Wealth Management
Pennsylvania
$495K -$1.49M -26,913 -75%
FI
253
FWG Investments
Kentucky
$483K +$10.1K +182 +2%
BCM
254
BluePointe Capital Management
California
$481K +$481K +8,693 New
JPT
255
Jordan Park Trust
New Hampshire
$476K +$476K +8,600 New
WSFS
256
Wilmington Savings Fund Society
Delaware
$475K -$64.9K -1,172 -12%
VCA
257
Verdence Capital Advisors
Maryland
$466K +$466K +8,422 New
Financial Engines Advisors
258
Financial Engines Advisors
California
$460K +$47.2K +852 +11%
Q1WB
259
Quest 10 Wealth Builders
Virginia
$459K +$459K +8,292 New
UF
260
Univest Financial
Pennsylvania
$422K +$226K +4,090 +116%
MSWMA
261
Market Street Wealth Management Advisors
Indiana
$420K – – –
Jones Financial Companies
262
Jones Financial Companies
Missouri
$400K +$61.5K +1,111 +18%
PI
263
PFG Investments
New York
$392K -$76.9K -1,389 -16%
MCM
264
MAI Capital Management
Ohio
$389K +$389K +7,030 New
AIM
265
Archer Investment Management
Texas
$389K +$389K +7,028 New
NL
266
NWAM LLC
Washington
$375K +$32.9K +595 +10%
VA
267
Valmark Advisers
Ohio
$372K +$9.47K +171 +3%
Northern Trust
268
Northern Trust
Illinois
$372K -$658K -11,879 -64%
LRWM
269
Lord & Richards Wealth Management
Colorado
$366K +$366K +6,617 New
AF
270
Affiance Financial
Minnesota
$359K – – –
PWP
271
Perfromance Wealth Partners
Illinois
$354K -$329K -5,944 -48%
PAG
272
Private Advisor Group
New Jersey
$343K +$36.5K +660 +12%
NAS
273
Nicolet Advisory Services
Wisconsin
$338K -$68.4K -1,263 -17%
STA
274
Shade Tree Advisors
New York
$337K +$337K +6,095 New
GWS
275
Glassman Wealth Services
Virginia
$335K – – –
9 10
11
12 13