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Vanguard Long-Term Treasury ETF
VGLT

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: 28 → 28 (0)

0% less funds holding

Funds holding: 409 → 408 (-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

Top Buyers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
+$150M
2
NL
NEPC LLC
Massachusetts
+$118M
3
BI
Bramshill Investments
Florida
+$62.3M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$60.5M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$20.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.5B
2
Bank of America
Bank of America
North Carolina
-$649M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$343M
4
Charles Schwab
Charles Schwab
California
-$176M
5
CCWM
Cassaday & Co Wealth Management
Virginia
-$44.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
376
McIlrath & Eck
Washington
$7.69K -$7.59K -131 -49%
GI
377
GAMMA Investing
California
$7.64K – – –
YP
378
YANKCOM Partnership
South Dakota
$7.53K +$7.88K +136 New
MDA
379
Minot DeBlois Advisors
Massachusetts
$7.2K +$7.54K +130 New
DWA
380
Delos Wealth Advisors
Texas
$6.97K – – –
EPAM
381
Evelyn Partners Asset Management
$6.97K +$7.3K +126 New
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$6.14K -$3.94K -68 -38%
CAS
383
Coppell Advisory Solutions
Texas
$5.67K -$174 -3 -3%
AIC
384
Archer Investment Corporation
Indiana
$5.42K – – –
GIA
385
GHP Investment Advisors
Colorado
$5.2K – – –
SNB
386
Security National Bank
Nebraska
$4.76K +$4.98K +86 New
RWS
387
Retirement Wealth Solutions
Wisconsin
$4.55K +$4.87K +84 New
RIL
388
Rothschild Investment LLC
Illinois
$4.3K +$58 +1 +1%
IRC
389
Investors Research Corp
Georgia
$3.65K – – –
FWP
390
FAS Wealth Partners
Kansas
$3.32K – – –
CT
391
Coastline Trust
Rhode Island
$3.15K +$3.3K +57 New
DJSG
392
D.J. St. Germain
Massachusetts
$2.88K +$232 +4 +8%
SAM
393
Synergy Asset Management
Washington
$2.83K +$2.67K +46 New
MCI
394
MRP Capital Investments
Georgia
$2.82K – – –
SWM
395
Sanctuary Wealth Management
Idaho
$2.82K – – –
NMG
396
New Millennium Group
Utah
$2.82K +$2.72K +47 +1,175%
MFG
397
Menard Financial Group
Texas
$2.33K +$2.43K +42 New
CFO
398
CVA Family Office
Colorado
$2.27K – – –
HFM
399
Hartford Financial Management
Connecticut
$2.1K +$2.2K +38 New
CSC
400
Caldwell Sutter Capital
California
$1.99K – – –
14 15
16
17 18

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.