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Vanguard Long-Term Treasury ETF

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: 352362 (+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: 3127 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AP
301
Aspect Partners
Virginia
$95.5K +$95.3K +1,611 New
JPWM
302
Jamison Private Wealth Management
Georgia
$89.3K +$89.1K +1,507 New
PCWA
303
Pacific Capital Wealth Advisors
California
$74.6K
PA
304
Pineridge Advisors
Missouri
$62.4K -$19.7K -333 -24%
CA
305
CoreCap Advisors
Michigan
$55.9K +$55.8K +944 New
FDCP
306
Foster Dykema Cabot & Partners
Massachusetts
$55.7K +$55.7K +941 New
RS
307
Rakuten Securities
Japan
$55.1K +$55K +930 New
FGAM
308
Financial Gravity Asset Management
Texas
$51.8K +$50K +846 +3,021%
AF
309
Advisornet Financial
Minnesota
$48.2K +$31.1K +526 +183%
CIAS
310
Capital Investment Advisory Services
North Carolina
$47.4K
SSB
311
Sandy Spring Bank
Maryland
$47K +$16.4K +278 +54%
VF
312
VitalStone Financial
Texas
$41K +$237 +4 +0.6%
Jones Financial Companies
313
Jones Financial Companies
Missouri
$38.8K +$38.7K +654 New
CPBTD
314
Central Pacific Bank - Trust Division
Hawaii
$38K +$38.7K +655 New
GI
315
Gradient Investments
Minnesota
$35K -$27.6K -466 -44%
OLVIG
316
Oliver Lagore Vanvalin Investment Group
Michigan
$35K -$19.7K -333 -36%
IHWM
317
Iron Horse Wealth Management
Iowa
$32.6K
SAM
318
Smartleaf Asset Management
Massachusetts
$32.4K +$13.4K +226 +70%
NP
319
NorthRock Partners
Minnesota
$27.3K -$1.95K -33 -7%
PCMC
320
Private Capital Management (Colorado)
Colorado
$26.8K +$26.7K +452 New
HNB
321
Huntington National Bank
Ohio
$25.2K
S
322
SignatureFD
Georgia
$23.7K +$4.2K +71 +22%
PTC
323
Private Trust Company
Ohio
$22.9K -$265K -4,472 -92%
TWC
324
TD Waterhouse Canada
Ontario, Canada
$21K -$122K -2,056 -85%
FCAS
325
First Command Advisory Services
Texas
$16.3K +$18K +304 +1,382%

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.