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Vanguard Long-Term Treasury ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FT
301
Fiduciary Trust
Massachusetts
$228K
MWA
302
Moser Wealth Advisors
Washington
$224K +$941 +17 +0.4%
AW
303
Alteri Wealth
California
$223K +$223K +4,036 New
LSIA
304
LaSalle St. Investment Advisors
Illinois
$208K +$208K +3,774 New
CIA
305
Concurrent Investment Advisors
Florida
$203K -$1.45M -26,106 -88%
CL
306
Cabana LLC
Arkansas
$203K +$203K +3,661 New
SW
307
SlateStone Wealth
Florida
$201K
T
308
Transce3nd
Texas
$200K +$200K +3,605 New
DRP
309
Decker Retirement Planning
Utah
$181K +$181K +3,278 New
FWM
310
FLP Wealth Management
Arkansas
$179K +$179K +3,226 New
US Bancorp
311
US Bancorp
Minnesota
$169K +$82.8K +1,496 +96%
BIM
312
Breakwater Investment Management
Washington
$157K
HFS
313
Hantz Financial Services
Michigan
$155K +$3.5K +63 +2%
MCM
314
Manchester Capital Management
Vermont
$152K -$96.9K -1,750 -39%
NB
315
NBT Bank
New York
$143K
IA
316
IFP Advisors
Florida
$141K -$102K -1,846 -42%
BCWM
317
Bartlett & Co Wealth Management
Ohio
$136K
PSFG
318
Park Square Financial Group
Georgia
$130K +$130K +2,354 New
AG
319
AmeriFlex Group
Nevada
$121K +$121K +2,182 New
FGC
320
Financial Gravity Companies
Texas
$97.8K
WB
321
Webster Bank
Connecticut
$94.3K +$94.3K +1,703 New
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$86K -$34K -611 -28%
MMCM
323
Murphy & Mullick Capital Management
New York
$84.9K +$84.9K +1,533 New
FA
324
Fedenia Advisers
Wisconsin
$83.6K +$83.6K +1,511 New
FIM
325
FWL Investment Management
Texas
$69.7K