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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
FIM
326
FWL Investment Management
Texas
$69.7K
RS
327
Rakuten Securities
Japan
$68.8K -$11.9K -205 -14%
OWP
328
ORG Wealth Partners
Texas
$67.8K -$49.3K -850 -41%
PCWA
329
Pacific Capital Wealth Advisors
California
$62.1K -$7.94K -137 -11%
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$58.1K
GWM
331
Geneos Wealth Management
Colorado
$52.2K +$18.4K +318 +51%
LFG
332
Larson Financial Group
Missouri
$52.1K +$38.2K +659 +234%
BGWM
333
Bridge Generations Wealth Management
Florida
$51.2K +$53.6K +925 New
RFG
334
REAP Financial Group
Texas
$50.7K -$4.46K -77 -8%
BA
335
Bristlecone Advisors
Washington
$49.5K
PA
336
Pineridge Advisors
Missouri
$48.8K -$10.5K -181 -17%
JWA
337
JFS Wealth Advisors
Pennsylvania
$47.4K
CIAS
338
Capital Investment Advisory Services
North Carolina
$45.8K +$1.62K +28 +4%
HNB
339
Huntington National Bank
Ohio
$44.4K
PS
340
Pinney & Scofield
Massachusetts
$43.2K +$45.3K +781 New
FCT
341
First Community Trust
Iowa
$42.7K +$44.7K +771 New
HC
342
Hurley Capital
New York
$37.7K +$39.5K +682 New
Fidelity Investments
343
Fidelity Investments
Massachusetts
$37.6K -$80.3K -1,386 -67%
PP
344
Pacifica Partners
Canada
$37.1K -$9.85K -170 -20%
FHA
345
First Horizon Advisors
Tennessee
$32.3K
William Blair & Company
346
William Blair & Company
Illinois
$32K +$15.1K +260 +82%
ADL
347
Asset Dedication LLC
California
$30.3K
KIM
348
Kestra Investment Management
Texas
$28.7K +$30.1K +519 New
NP
349
NorthRock Partners
Minnesota
$26.1K -$8.98K -155 -25%
CAL
350
Capital Analysts LLC
Pennsylvania
$26K -$10.1K -174 -27%

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.