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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

367 hedge funds and large institutions have $9.51B invested in Vanguard Long-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+6
Holders Change %
+1.66%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.33%
New
62
Increased
161
Reduced
107
Closed
52
Calls
$42.6M
Puts
$14M
Net Calls
+$28.5M
Net Calls Change
+$3.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.54B
2
SCM
SCS Capital Management
Massachusetts
$160M
3
Fisher Asset Management
Fisher Asset Management
Washington
$60.6M
4
Ameriprise
Ameriprise
Minnesota
$682M
5
Bank of America
Bank of America
North Carolina
$1.17B

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
$399K
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$391K
3
AssetMark Inc
AssetMark Inc
California
$16M
4
ATI
Act Two Investors
California
$8.22M
5
KWM
Kaydan Wealth Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
376
Perigon Wealth Management
California
– -$2.48M -41,825 Closed
FIM
377
FWL Investment Management
Texas
– -$1.68M -28,381 Closed
GIS
378
Grayhawk Investment Strategies
Alberta, Canada
– -$1.5M -25,300 Closed
SHWM
379
Smith & Howard Wealth Management
Georgia
– -$1.39M -23,534 Closed
ACM
380
AlphaStar Capital Management
North Carolina
– -$1.27M -21,355 Closed
LNC
381
Lincoln National Corp
Pennsylvania
– -$1.26M -21,289 Closed
AWM
382
AAF Wealth Management
Massachusetts
– -$828K -13,975 Closed
IC
383
Innealta Capital
Texas
– -$806K -13,604 Closed
EWM
384
Elevatus Welath Management
New York
– -$741K -12,500 Closed
SFS
385
Sowell Financial Services
Arkansas
– -$660K -11,141 Closed
SAW
386
Signal Advisors Wealth
Michigan
– -$487K -8,221 Closed
EFG
387
Ehrlich Financial Group
California
– -$450K -7,596 Closed
VA
388
Vident Advisory
Georgia
– -$449K -7,580 Closed
FAM
389
Formidable Asset Management
Ohio
– -$409K -6,898 Closed
EW
390
Evoke Wealth
California
– -$402K -6,782 Closed
TAM
391
Titleist Asset Management
Texas
– -$395K -6,671 Closed
SWA
392
Sax Wealth Advisors
New Jersey
– -$332K -5,597 Closed
NFG
393
Northeast Financial Group
Pennsylvania
– -$321K -5,422 Closed
SC
394
Sykon Capital
New York
– -$307K -5,175 Closed
BFA
395
Bluestem Financial Advisors
Illinois
– -$287K -4,853 Closed
AWE
396
Avidian Wealth Enterprises
Texas
– -$279K -4,705 Closed
BJL
397
Brighton Jones LLC
Washington
– -$275K -4,634 Closed
AWA
398
Authentikos Wealth Advisory
California
– -$271K -4,583 Closed
CFA
399
Capstone Financial Advisors
Illinois
– -$247K -4,167 Closed
SWP
400
Stratos Wealth Partners
Ohio
– -$243K -4,103 Closed
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