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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
HFS
326
Horizon Financial Services
North Carolina
$14.8K -$2.91M -49,141 -99%
AA
327
Ancora Advisors
Ohio
$13.1K +$13.1K +221 New
DSC
328
Duncker Streett & Co
Missouri
$12.1K
AGWCA
329
Annis Gardner Whiting Capital Advisors
Florida
$11.9K
BL
330
Balentine LLC
Georgia
$11.5K +$11.5K +194 New
BWL
331
Bogart Wealth LLC
Virginia
$11.1K
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$11.1K -$18.6K -314 -63%
IGWM
333
ICA Group Wealth Management
Colorado
$10.4K
BFS
334
Bare Financial Services
Pennsylvania
$10.1K +$10.8K +182 New
NA
335
NewEdge Advisors
Louisiana
$9.38K -$235K -3,969 -96%
William Blair & Company
336
William Blair & Company
Illinois
$9.3K +$7.33K +124 +376%
MBFW
337
Morton Brown Family Wealth
Pennsylvania
$9.24K
WWP
338
WR Wealth Planners
Missouri
$8.35K +$8.34K +141 New
RP
339
Rice Partnership
Hawaii
$8.18K +$8.16K +138 New
RIA
340
Realta Investment Advisors
Delaware
$7.82K +$7.81K +132 New
FHA
341
First Horizon Advisors
Tennessee
$7.17K -$5.5K -93 -43%
ME
342
McIlrath & Eck
Washington
$7.11K +$2.72K +46 +62%
SIS
343
Sound Income Strategies
Florida
$6.75K -$177 -3 -3%
CT
344
Clearstead Trust
Maine
$6.1K +$6.09K +103 New
AIC
345
Archer Investment Corporation
Indiana
$5.81K
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$5.45K -$34.8K -589 -86%
CHA
347
Carmichael Hill & Associates
Maryland
$5.33K +$5.32K +90 New
DRS
348
Deane Retirement Strategies
Louisiana
$5.33K +$5.32K +90 New
RIL
349
Rothschild Investment LLC
Illinois
$4.44K +$4.44K +75 New
S
350
Sachetta
Massachusetts
$3.95K

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.