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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
TYCC
301
Texas Yale Capital Corp
Florida
$231K +$242K +4,180 New
FT
302
Fiduciary Trust
Massachusetts
$228K
MWA
303
Moser Wealth Advisors
Washington
$224K +$985 +17 +0.4%
AW
304
Alteri Wealth
California
$223K +$234K +4,036 New
LSIA
305
LaSalle St. Investment Advisors
Illinois
$208K +$219K +3,774 New
CIA
306
Concurrent Investment Advisors
Florida
$203K -$1.51M -26,106 -88%
CL
307
Cabana LLC
Arkansas
$203K +$212K +3,661 New
SW
308
SlateStone Wealth
Florida
$201K
T
309
Transce3nd
Texas
$200K +$209K +3,605 New
DRP
310
Decker Retirement Planning
Utah
$181K +$190K +3,278 New
FWM
311
FLP Wealth Management
Arkansas
$179K +$187K +3,226 New
US Bancorp
312
US Bancorp
Minnesota
$169K +$86.7K +1,496 +96%
BIM
313
Breakwater Investment Management
Washington
$157K
HFS
314
Hantz Financial Services
Michigan
$155K +$3.65K +63 +2%
MCM
315
Manchester Capital Management
Vermont
$152K -$101K -1,750 -39%
NB
316
NBT Bank
New York
$143K
IA
317
IFP Advisors
Florida
$141K -$107K -1,846 -42%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$136K
PSFG
319
Park Square Financial Group
Georgia
$130K +$136K +2,354 New
AG
320
AmeriFlex Group
Nevada
$121K +$126K +2,182 New
FGC
321
Financial Gravity Companies
Texas
$97.8K
WB
322
Webster Bank
Connecticut
$94.3K +$98.7K +1,703 New
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$86K -$35.4K -611 -28%
MMCM
324
Murphy & Mullick Capital Management
New York
$84.9K +$88.8K +1,533 New
FA
325
Fedenia Advisers
Wisconsin
$83.6K +$87.6K +1,511 New

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.