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Vanguard Long-Term Treasury ETF

408 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 87 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% less funds holding

Funds holding: 409408 (-1)

8.25% less ownership

Funds ownership: 71.94%63.69% (-8.3%)

41% less capital invested

Capital invested by funds: $10.7B → $6.27B (-$4.41B)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.37%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
87
Increased
154
Reduced
126
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
276
Glassman Wealth Services
Virginia
$335K
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$327K +$89.2K +1,539 +35%
WP
278
WealthShield Partners
North Carolina
$324K +$9.97K +172 +3%
SW
279
SteelPeak Wealth
California
$322K +$337K +5,814 New
BCI
280
Brinker Capital Investments
Pennsylvania
$315K +$7.82K +135 +2%
OPS
281
Orion Portfolio Solutions
Nebraska
$315K +$7.82K +135 +2%
Janus Henderson Group
282
Janus Henderson Group
United Kingdom
$301K
IWC
283
Integrated Wealth Concepts
Massachusetts
$293K -$11.4K -197 -4%
OWCM
284
One Wealth Capital Management
Arizona
$292K +$305K +5,269 New
BlackRock
285
BlackRock
New York
$292K +$302K +5,208 +8,538%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$291K -$60.9K -1,051 -17%
GGS
287
Galvin Gaustad & Stein
Arizona
$286K +$23.8K +410 +9%
AI
288
Auour Investments
Massachusetts
$285K -$118K -2,042 -29%
AWS
289
Atria Wealth Solutions
New York
$278K -$1.02M -17,574 -78%
OPCM
290
Osborne Partners Capital Management
California
$270K -$22K -379 -7%
PA
291
PFG Advisors
Arizona
$266K -$30.5K -526 -10%
Focus Partners Wealth
292
Focus Partners Wealth
Massachusetts
$265K +$7.36K +127 +3%
CAG
293
Csenge Advisory Group
Florida
$263K +$276K +4,757 New
AWA
294
Authentikos Wealth Advisory
California
$255K -$18.3K -316 -6%
AWM
295
Avior Wealth Management
Nebraska
$252K -$365K -6,303 -58%
EW
296
Evoke Wealth
California
$252K -$24.6K -425 -9%
CFGS
297
Concourse Financial Group Securities
Alabama
$249K -$13.7K -237 -5%
NFG
298
Northeast Financial Group
Pennsylvania
$245K +$256K +4,425 New
Invesco
299
Invesco
Georgia
$243K +$31.8K +549 +14%
P
300
&Partners
Tennessee
$234K -$602K -10,382 -71%

VGLT Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2024, worth a combined $6.27B — down 41% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VGLT positions and 78 closed out — a net gain of 9 holders — while 154 added to existing stakes and 126 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $2.5B.

  • 408 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2024, down from 409 in Q3 2024.
  • Funds reported $6.27B of Vanguard Long-Term Treasury ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 87 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2024 and 78 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $150M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.5B sold.

Based on aggregated 13F filings for Q4 2024.