We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

362 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, 169 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $6.42M

78% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 95

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

9% more capital invested

Capital invested by funds: $8.4B → $9.13B (+$730M)

3% more funds holding

Funds holding: 352 → 362 (+10)

3.46% less ownership

Funds ownership: 78.32% → 74.87% (-3.5%)

13% less funds holding in top 10

Funds holding in top 10: 31 → 27 (-4)

Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.21%
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
169
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.72B
2
NL
NEPC LLC
Massachusetts
+$155M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$131M
4
RCF
Rainwater Charitable Foundation
Texas
+$49M
5
JPG
Jordan Park Group
California
+$41.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$550M
2
Ameriprise
Ameriprise
Minnesota
-$244M
3
Bank of America
Bank of America
North Carolina
-$170M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$58.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
276
Stratos Wealth Partners
Ohio
$243K +$243K +4,103 New
PAG
277
Private Advisor Group
New Jersey
$240K +$4.02K +68 +2%
TC
278
TownSquare Capital
Utah
$238K -$4.63M -78,262 -95%
MCCP
279
Mission Creek Capital Partners
California
$228K -$303K -5,130 -57%
RFG
280
REAP Financial Group
Texas
$227K +$14.8K +250 +7%
MBT
281
Montecito Bank & Trust
California
$220K +$219K +3,709 New
SW
282
SlateStone Wealth
Florida
$212K +$2.13K +36 +1%
DFCM
283
Dark Forest Capital Management
Puerto Rico
$212K -$387K -6,551 -65%
EAM
284
Evanson Asset Management
California
$211K +$1.3K +22 +0.6%
MWA
285
Moser Wealth Advisors
Washington
$207K +$101K +1,700 +94%
BCM
286
Brookstone Capital Management
Illinois
$206K +$205K +3,473 New
WS
287
Wedbush Securities
California
$204K +$1.01K +17 +0.5%
HCM
288
Hengehold Capital Management
Ohio
$203K +$203K +3,433 New
BC
289
Belmont Capital
California
$180K +$110K +1,853 +155%
CAL
290
Capital Analysts LLC
Pennsylvania
$175K +$174K +2,948 New
NS
291
NBC Securities
Alabama
$168K +$17.3K +292 +11%
BIM
292
Breakwater Investment Management
Washington
$168K +$167K +2,830 New
GWM
293
Geneos Wealth Management
Colorado
$164K -$21.1K -356 -11%
HT
294
Headlands Technologies
Illinois
$162K -$45.8K -774 -22%
HFS
295
Hantz Financial Services
Michigan
$159K +$5.92K +100 +4%
Fidelity Investments
296
Fidelity Investments
Massachusetts
$139K +$27.1K +458 +24%
BCWM
297
Bartlett & Co Wealth Management
Ohio
$136K – – –
CB
298
Community Bank
New York
$125K +$124K +2,097 +13,980%
PFBT
299
Parkside Financial Bank & Trust
Missouri
$107K – – –
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$99.8K +$102K +1,720 New
10 11
12
13 14

VGLT Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2024, worth a combined $9.13B — up 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 51 closed out — a net gain of 15 holders — while 169 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $550M.

  • 362 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2024, up from 352 in Q4 2023.
  • Funds reported $9.13B of Vanguard Long-Term Treasury ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2024 and 51 closed out, a net change of +15 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $1.72B added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2024.