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Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$111K +$102K +1,800 New
FFA
302
Farther Finance Advisors
California
$90.9K +$34.1K +604 +69%
First Manhattan
303
First Manhattan
New York
$89.2K +$71K +1,256 +647%
PA
304
Pineridge Advisors
Missouri
$85.3K +$78.3K +1,386 New
PCWA
305
Pacific Capital Wealth Advisors
California
$77.5K +$71.1K +1,259 New
BC
306
Belmont Capital
California
$73.4K +$20.2K +358 +43%
GI
307
Gradient Investments
Minnesota
$65K +$46.9K +830 +367%
OLVIG
308
Oliver Lagore Vanvalin Investment Group
Michigan
$56.8K -$83K -1,469 -61%
CIAS
309
Capital Investment Advisory Services
North Carolina
$49.2K
VF
310
VitalStone Financial
Texas
$43K
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$41.9K +$38.5K +681 New
IHWM
312
Iron Horse Wealth Management
Iowa
$33.8K +$11.3K +200 +57%
SSB
313
Sandy Spring Bank
Maryland
$31.8K -$2.83K -50 -9%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$30.8K +$28.3K +501 New
NP
315
NorthRock Partners
Minnesota
$30.4K +$27.9K +494 New
RVM
316
Robinson Value Management
Texas
$25.8K +$23.7K +419 New
HR
317
Howe & Rusling
New York
$21.6K +$19.8K +351 New
S
318
SignatureFD
Georgia
$20.2K -$26.3K -466 -59%
SAM
319
Smartleaf Asset Management
Massachusetts
$19.9K +$18.1K +321 New
HCA
320
Heck Capital Advisors
Wisconsin
$18.4K -$3.39M -60,029 -100%
AF
321
Advisornet Financial
Minnesota
$17.7K
HNB
322
Huntington National Bank
Ohio
$13.4K
FHA
323
First Horizon Advisors
Tennessee
$13.2K +$8.93K +158 +282%
HGERS
324
Householder Group Estate & Retirement Specialist
Arizona
$13K +$12.8K +226 New
DSC
325
Duncker Streett & Co
Missouri
$12.6K

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.