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Vanguard Long-Term Treasury ETF

409 hedge funds and large institutions have $10.7B invested in Vanguard Long-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 119

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more capital invested

Capital invested by funds: $9.51B → $10.7B (+$1.18B)

11% more funds holding

Funds holding: 368409 (+41)

2.36% less ownership

Funds ownership: 74.3%71.94% (-2.4%)

45% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $34.4M

Holders
409
Holders Change
+41
Holders Change %
+11.14%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
83
Increased
165
Reduced
119
Closed
36
Calls
$18.9M
Puts
$34.4M
Net Calls
-$15.5M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
401
Jaffetilchin Investment Partners
Florida
$1.23K +$1.21K +20 New
SWM
402
Spire Wealth Management
Virginia
$1.21K +$60 +1 +5%
VWM
403
Valley Wealth Managers
New Jersey
$1.17K +$1.15K +19 New
OC
404
Oarsman Capital
Wisconsin
$1.05K +$1.03K +17 New
HWP
405
Highline Wealth Partners
California
$862 +$846 +14 New
AA
406
Addison Advisors
Vermont
$861
GWSG
407
GPS Wealth Strategies Group
Colorado
$738 +$725 +12 New
CWM
408
CarsonAllaria Wealth Management
Illinois
$615 +$604 +10 New
OP
409
ORG Partners
Indiana
$468 -$136K -2,247 Closed
CIA
410
Cape Investment Advisory
Georgia
$431
FCA
411
FinTrust Capital Advisors
South Carolina
$308
NMG
412
New Millennium Group
Utah
$246
GJIA
413
Glass Jacobson Investment Advisors
Maryland
$124
IMA
414
Investment Management Associates
Colorado
-$5.62M -97,421 Closed
TWD
415
True Wealth Design
Ohio
-$5.54M -96,056 Closed
AA
416
Advisory Alpha
Michigan
-$1.84M -31,883 Closed
MFG
417
MidWestOne Financial Group
Iowa
-$1.79M -31,087 Closed
IHL
418
Investment House LLC
California
-$1.42M -24,591 Closed
CP
419
Camelot Portfolios
Ohio
-$1.39M -24,100 Closed
CCWA
420
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$774K -13,413 Closed
SFC
421
Strategic Financial Concepts
Texas
-$191 -11,250 Closed
XS
422
XR Securities
Illinois
-$563K -9,764 Closed
OHWA
423
Oak Hill Wealth Advisors
Virginia
-$513K -8,490 Closed
IAA
424
Independent Advisor Alliance
North Carolina
-$382K -6,624 Closed
P
425
Pitcairn
Pennsylvania
-$368K -6,378 Closed

VGLT Hedge Fund Activity: Q3 2024 in Review

409 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2024, worth a combined $10.7B — up 12% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGLT positions and 36 closed out — a net gain of 47 holders — while 165 added to existing stakes and 119 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was VOYA Investment Management, cutting an estimated $136M.

  • 409 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $10.7B of Vanguard Long-Term Treasury ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 83 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2024 and 36 closed out, a net change of +47 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2024 was Ameriprise, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2024 was VOYA Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2024.