We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF

409 hedge funds and large institutions have $10.7B invested in Vanguard Long-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 119

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more capital invested

Capital invested by funds: $9.51B → $10.7B (+$1.18B)

11% more funds holding

Funds holding: 368409 (+41)

2.36% less ownership

Funds ownership: 74.3%71.94% (-2.4%)

45% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $34.4M

Holders
409
Holders Change
+41
Holders Change %
+11.14%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
83
Increased
165
Reduced
119
Closed
36
Calls
$18.9M
Puts
$34.4M
Net Calls
-$15.5M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
276
Transatlantique Private Wealth
New York
$339K -$2.87M -47,463 -90%
IWC
277
Integrated Wealth Concepts
Massachusetts
$338K -$3.3M -54,699 -91%
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$335K -$300K -4,961 -48%
AWA
279
Adapt Wealth Advisors
Georgia
$335K -$239K -3,956 -42%
VT
280
Vise Technologies
New York
$333K +$26.9K +445 +9%
BOSSRA
281
B.O.S.S. Retirement Advisors
Utah
$330K +$324K +5,355 New
CFB
282
Cullen/Frost Bankers
Texas
$329K +$323K +5,338 New
PA
283
PFG Advisors
Arizona
$328K +$322K +5,324 New
OPCM
284
Osborne Partners Capital Management
California
$324K -$6.34K -105 -2%
SAI
285
Savvy Advisors Inc
New York
$316K -$2.48K -41 -0.8%
IWN
286
Independent Wealth Network
Iowa
$314K +$8.52K +141 +3%
EW
287
Evoke Wealth
California
$306K +$300K +4,972 New
AWA
288
Authentikos Wealth Advisory
California
$303K +$297K +4,923 New
GGS
289
Galvin Gaustad & Stein
Arizona
$293K +$44.1K +730 +18%
CFGS
290
Concourse Financial Group Securities
Alabama
$291K +$27.4K +454 +11%
JWCA
291
J.W. Cole Advisors
Florida
$287K +$282K +4,667 New
Focus Partners Wealth
292
Focus Partners Wealth
Massachusetts
$287K +$282K +4,666 New
MW
293
Maia Wealth
Colorado
$286K +$297K +4,911 New
HCM
294
Hilton Capital Management
New York
$286K -$21.1K -350 -7%
MCM
295
Manchester Capital Management
Vermont
$277K -$199K -3,300 -42%
KWM
296
Kingsview Wealth Management
Oregon
$274K -$213K -3,522 -44%
RWM
297
Ritholtz Wealth Management
New York
$271K +$266K +4,402 New
IA
298
IFP Advisors
Florida
$270K +$20K +331 +8%
Envestnet Portfolio Solutions
299
Envestnet Portfolio Solutions
Illinois
$269K -$79.9K -1,322 -23%
Thrivent Financial for Lutherans
300
Thrivent Financial for Lutherans
Minnesota
$261K -$153K -2,537 -37%

VGLT Hedge Fund Activity: Q3 2024 in Review

409 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2024, worth a combined $10.7B — up 12% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGLT positions and 36 closed out — a net gain of 47 holders — while 165 added to existing stakes and 119 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was VOYA Investment Management, cutting an estimated $136M.

  • 409 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $10.7B of Vanguard Long-Term Treasury ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 83 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2024 and 36 closed out, a net change of +47 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2024 was Ameriprise, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2024 was VOYA Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2024.