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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

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
Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.16%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$805M
2
Morgan Stanley
Morgan Stanley
New York
$1.04B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$504M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$348M
5
Bank of America
Bank of America
North Carolina
$1.37B

Top Sellers

1
LWM
Liberty Wealth Management
California
$2.5M
2
M&T Bank
M&T Bank
New York
$521K
3
BPA
Beacon Pointe Advisors
California
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$4.86M
5
CCA
Checchi Capital Advisers
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
326
Annis Gardner Whiting Capital Advisors
Florida
$12.4K +$1.35K +22 +12%
BWL
327
Bogart Wealth LLC
Virginia
$11.6K -$127K -2,067 -92%
IGWM
328
ICA Group Wealth Management
Colorado
$10.8K +$10.8K +175 New
MBFW
329
Morton Brown Family Wealth
Pennsylvania
$9.6K +$9.6K +156 New
NFSG
330
Newbridge Financial Services Group
Florida
$8.86K -$4.92K -80 -36%
SIS
331
Sound Income Strategies
Florida
$7.2K -$6.22K -101 -46%
AWM
332
Able Wealth Management
New Jersey
$6.45K +$6.45K +105 New
AIC
333
Archer Investment Corporation
Indiana
$6.03K – – –
TAM
334
Tucker Asset Management
Colorado
$5.91K +$3.32K +54 +129%
ME
335
McIlrath & Eck
Washington
$4.55K – – –
SVCP
336
Silicon Valley Capital Partners
California
$4.51K +$4.51K +73 New
IRC
337
Investors Research Corp
Georgia
$4.06K +$4.06K +66 New
KFS
338
Kelly Financial Services
Massachusetts
$4K +$62 +1 +2%
S
339
Sachetta
Massachusetts
$3.95K +$3.95K +64 New
DJSG
340
D.J. St. Germain
Massachusetts
$2.95K – – –
CSC
341
Caldwell Sutter Capital
California
$2.22K +$308 +5 +16%
William Blair & Company
342
William Blair & Company
Illinois
$2.03K – – –
FGAM
343
Financial Gravity Asset Management
Texas
$1.54K +$770 +14 +100%
ACA
344
Aptus Capital Advisors
Alabama
$1.48K +$123 +2 +9%
CPG
345
Cornerstone Planning Group
New Jersey
$1.35K -$2.65K -43 -66%
FCAS
346
First Command Advisory Services
Texas
$1.35K +$1.35K +22 New
LFG
347
Larson Financial Group
Missouri
$1.29K +$1.29K +21 New
TFA
348
Transamerica Financial Advisors
Florida
$1K – – –
CB
349
Community Bank
New York
$922 – – –
AA
350
Addison Advisors
Vermont
$838 +$60 +1 +8%
12 13
14
15 16