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Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
276
United Community Bank
South Carolina
$223K +$17.7K +313 +9%
MW
277
Marks Wealth
Maryland
$221K +$203K +3,591 New
RFG
278
REAP Financial Group
Texas
$220K +$202K +3,579 New
SAI
279
Savvy Advisors Inc
New York
$218K +$201K +3,551 New
EAM
280
Evanson Asset Management
California
$218K +$200K +3,546 New
SW
281
SlateStone Wealth
Florida
$218K +$201K +3,549 New
HT
282
Headlands Technologies
Illinois
$216K +$192K +3,390 +2,897%
CAG
283
Csenge Advisory Group
Florida
$212K +$195K +3,448 New
WS
284
Wedbush Securities
California
$211K +$194K +3,432 New
HW
285
Hamilton Wealth
California
$206K -$348K -6,162 -65%
WA
286
WBH Advisory
Maryland
$201K -$661K -11,699 -78%
GWM
287
Geneos Wealth Management
Colorado
$192K +$119K +2,101 +207%
CFGS
288
Concourse Financial Group Securities
Alabama
$177K +$9.66K +171 +6%
IA
289
IFP Advisors
Florida
$162K +$104K +1,842 +233%
HFS
290
Hantz Financial Services
Michigan
$159K +$146K +2,577 New
NS
291
NBC Securities
Alabama
$157K +$39.5K +699 +38%
TWC
292
TD Waterhouse Canada
Ontario, Canada
$147K +$127K +2,240 +1,244%
BCWM
293
Bartlett & Co Wealth Management
Ohio
$142K +$128K +2,258 +7,056%
BC
294
Bartlett & Co
Ohio
$142K +$128K +2,258 +7,056%
OP
295
ORG Partners
Indiana
$139K +$127K +2,256 +25,067%
CAS
296
Coppell Advisory Solutions
Texas
$131K +$120K +2,121 New
TFGT
297
TS Financial Group (TSFG)
Illinois
$128K +$117K +2,079 New
ASN
298
Advisory Services Network
Georgia
$126K +$115K +2,043 New
Fidelity Investments
299
Fidelity Investments
Massachusetts
$116K +$103K +1,830 +3,327%
MWA
300
Moser Wealth Advisors
Washington
$111K +$102K +1,800 New

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.