VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

404 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 84 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-4
Holders Change %
-0.98%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
84
Increased
154
Reduced
125
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$144M
2
NL
NEPC LLC
Massachusetts
$336M
3
BI
Bramshill Investments
Florida
$59.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$594M
5
QC
Quadrature Capital
United Kingdom
$26.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.4M
2
Bank of America
Bank of America
North Carolina
$552M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.2M
4
Charles Schwab
Charles Schwab
California
$0
5
CCWM
Cassaday & Co Wealth Management
Virginia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$327K +$85.2K +1,539 +35%
WP
277
WealthShield Partners
North Carolina
$324K +$9.52K +172 +3%
SW
278
SteelPeak Wealth
California
$322K +$322K +5,814 New
BCI
279
Brinker Capital Investments
Pennsylvania
$315K +$7.47K +135 +2%
OPS
280
Orion Portfolio Solutions
Nebraska
$315K +$7.47K +135 +2%
Janus Henderson Group
281
Janus Henderson Group
United Kingdom
$301K – – –
IWC
282
Integrated Wealth Concepts
Massachusetts
$293K -$10.9K -197 -4%
OWCM
283
One Wealth Capital Management
Arizona
$292K +$292K +5,269 New
BlackRock
284
BlackRock
New York
$292K +$288K +5,208 +8,538%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$291K -$58.2K -1,051 -17%
GGS
286
Galvin Gaustad & Stein
Arizona
$286K +$22.7K +410 +9%
AI
287
Auour Investments
Massachusetts
$285K -$114K -2,042 -29%
AWS
288
Atria Wealth Solutions
New York
$278K -$973K -17,574 -78%
OPCM
289
Osborne Partners Capital Management
California
$270K -$21K -379 -7%
PA
290
PFG Advisors
Arizona
$266K -$29.1K -526 -10%
Focus Partners Wealth
291
Focus Partners Wealth
Massachusetts
$265K +$7.03K +127 +3%
CAG
292
Csenge Advisory Group
Florida
$263K +$263K +4,757 New
AWA
293
Authentikos Wealth Advisory
California
$255K -$17.5K -316 -6%
AWM
294
Avior Wealth Management
Nebraska
$252K -$349K -6,303 -58%
EW
295
Evoke Wealth
California
$252K -$23.5K -425 -9%
CFGS
296
Concourse Financial Group Securities
Alabama
$249K -$13.1K -237 -5%
NFG
297
Northeast Financial Group
Pennsylvania
$245K +$245K +4,425 New
Invesco
298
Invesco
Georgia
$243K +$30.4K +549 +14%
P
299
&Partners
Tennessee
$234K -$574K -10,382 -71%
TYCC
300
Texas Yale Capital Corp
Florida
$231K +$231K +4,180 New
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12
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