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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

361 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, 168 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.23%
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
168
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B
2
NL
2
NEPC LLC
Massachusetts
$239M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$330M
4
RCF
4
Rainwater Charitable Foundation
Texas
$68.1M
5
JPG
5
Jordan Park Group
California
$143M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$446M
2
Ameriprise
2
Ameriprise
Minnesota
$633M
3
Bank of America
3
Bank of America
North Carolina
$1.15B
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
276
Private Advisor Group
New Jersey
$240K +$4.03K +68 +2%
TC
277
TownSquare Capital
Utah
$238K -$4.64M -78,262 -95%
MCCP
278
Mission Creek Capital Partners
California
$228K -$304K -5,130 -57%
RFG
279
REAP Financial Group
Texas
$227K +$14.8K +250 +7%
MBT
280
Montecito Bank & Trust
California
$220K +$220K +3,709 New
SW
281
SlateStone Wealth
Florida
$212K +$2.13K +36 +1%
DFCM
282
Dark Forest Capital Management
Puerto Rico
$212K -$388K -6,551 -65%
EAM
283
Evanson Asset Management
California
$211K +$1.3K +22 +0.6%
MWA
284
Moser Wealth Advisors
Washington
$207K +$101K +1,700 +94%
BCM
285
Brookstone Capital Management
Illinois
$206K +$206K +3,473 New
WS
286
Wedbush Securities
California
$204K +$1.01K +17 +0.5%
HCM
287
Hengehold Capital Management
Ohio
$203K +$203K +3,433 New
BC
288
Belmont Capital
California
$180K +$110K +1,853 +155%
CAL
289
Capital Analysts LLC
Pennsylvania
$175K +$175K +2,948 New
NS
290
NBC Securities
Alabama
$168K +$17.2K +292 +11%
BIM
291
Breakwater Investment Management
Washington
$168K +$168K +2,830 New
GWM
292
Geneos Wealth Management
Colorado
$164K -$21.1K -356 -11%
HT
293
Headlands Technologies
Illinois
$162K -$45.9K -774 -22%
HFS
294
Hantz Financial Services
Michigan
$159K +$5.94K +100 +4%
Fidelity Investments
295
Fidelity Investments
Massachusetts
$139K +$27.1K +458 +24%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$136K – – –
CB
297
Community Bank
New York
$125K +$124K +2,097 +13,980%
PFBT
298
Parkside Financial Bank & Trust
Missouri
$107K – – –
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$99.8K +$99.8K +1,720 New
AP
300
Aspect Partners
Virginia
$95.5K +$95.5K +1,611 New
10 11
12
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