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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

361 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, 168 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.23%
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
168
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B
2
NL
2
NEPC LLC
Massachusetts
$239M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$330M
4
RCF
4
Rainwater Charitable Foundation
Texas
$68.1M
5
JPG
5
Jordan Park Group
California
$143M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$446M
2
Ameriprise
2
Ameriprise
Minnesota
$633M
3
Bank of America
3
Bank of America
North Carolina
$1.15B
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
376
Centaurus Financial
California
– -$1.31M -21,258 Closed
BOSSRA
377
B.O.S.S. Retirement Advisors
Utah
– -$1.2M -19,520 Closed
CF
378
Clarity Financial
Texas
– -$913K -14,845 Closed
SA
379
Scarborough Advisors
Maryland
– -$888K -14,434 Closed
USCWA
380
U.S. Capital Wealth Advisors
Texas
– -$681K -11,073 Closed
TSS
381
Two Sigma Securities
New York
– -$628K -10,204 Closed
TLP
382
Trinity Legacy Partners
Texas
– -$616K -10,005 Closed
SW
383
SVB Wealth
Massachusetts
– -$609K -9,899 Closed
GC
384
Guidance Capital
Kentucky
– -$548K -8,945 Closed
CCM
385
Crabel Capital Management
California
– -$483K -7,854 Closed
KWM
386
Kingsview Wealth Management
Oregon
– -$475K -7,723 Closed
CSWG
387
Cardinal Strategic Wealth Guidance
Kentucky
– -$421K -6,835 Closed
AFO
388
Arrowroot Family Office
California
– -$379K -6,163 Closed
SG
389
StoneX Group
New York
– -$366K -5,949 Closed
HF
390
HRT Financial
New York
– -$320K -5,206 Closed
BCP
391
Berkeley Capital Partners
Georgia
– -$268K -4,359 Closed
SVWG
392
Shared Vision Wealth Group
United States
– -$261K -4,237 Closed
CA
393
Continuum Advisory
Idaho
– -$253K -4,104 Closed
Vanguard Group
394
Vanguard Group
Pennsylvania
– -$247K -4,015 Closed
LIG
395
Lokken Investment Group
Delaware
– -$238K -3,863 Closed
SAS
396
Sage Advisory Services
Texas
– -$230K -3,740 Closed
AAS
397
Annex Advisory Services
Wisconsin
– -$228K -3,707 Closed
MW
398
Marks Wealth
Maryland
– -$221K -3,591 Closed
CAG
399
Csenge Advisory Group
Florida
– -$212K -3,448 Closed
HW
400
Hamilton Wealth
California
– -$206K -3,343 Closed
13 14 15
16
17