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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

408 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, 164 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+41
Holders Change %
+11.17%
% of All Funds
5.9%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
83
Increased
164
Reduced
119
Closed
36
Calls
$18.9M
Puts
$34.4M
Net Calls
-$15.5M
Net Calls Change
-$44M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$849M
2
CCWM
Cassaday & Co Wealth Management
Virginia
$236M
3
Bank of America
Bank of America
North Carolina
$1.3B
4
Morgan Stanley
Morgan Stanley
New York
$502M
5
Goldman Sachs
Goldman Sachs
New York
$69.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$249M
2
MG
Mather Group
Illinois
$60.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$94.8M
4
Truist Financial
Truist Financial
North Carolina
$45.8M
5
BPA
Beacon Pointe Advisors
California
$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Spire Wealth Management
Virginia
$1.21K +$60 +1 +5%
VWM
402
Valley Wealth Managers
New Jersey
$1.17K +$1.17K +19 New
OC
403
Oarsman Capital
Wisconsin
$1.05K +$1.05K +17 New
HWP
404
Highline Wealth Partners
California
$862 +$862 +14 New
AA
405
Addison Advisors
Vermont
$861 – – –
GWSG
406
GPS Wealth Strategies Group
Colorado
$738 +$738 +12 New
CWM
407
CarsonAllaria Wealth Management
Illinois
$615 +$615 +10 New
OP
408
ORG Partners
Indiana
$468 -$127K -2,247 Closed
CIA
409
Cape Investment Advisory
Georgia
$431 – – –
FCA
410
FinTrust Capital Advisors
South Carolina
$308 – – –
NMG
411
New Millennium Group
Utah
$246 – – –
GJIA
412
Glass Jacobson Investment Advisors
Maryland
$124 – – –
IMA
413
Investment Management Associates
Colorado
– -$5.62M -97,421 Closed
TWD
414
True Wealth Design
Ohio
– -$5.54M -96,056 Closed
AA
415
Advisory Alpha
Michigan
– -$1.84M -31,883 Closed
MFG
416
MidWestOne Financial Group
Iowa
– -$1.79M -31,087 Closed
IHL
417
Investment House LLC
California
– -$1.42M -24,591 Closed
CP
418
Camelot Portfolios
Ohio
– -$1.39M -24,100 Closed
CCWA
419
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$774K -13,413 Closed
SFC
420
Strategic Financial Concepts
Texas
– -$191 -11,250 Closed
XS
421
XR Securities
Illinois
– -$563K -9,764 Closed
OHWA
422
Oak Hill Wealth Advisors
Virginia
– -$490K -8,490 Closed
IAA
423
Independent Advisor Alliance
North Carolina
– -$382K -6,624 Closed
P
424
Pitcairn
Pennsylvania
– -$368K -6,378 Closed
M&T Bank
425
M&T Bank
New York
– -$354K -6,139 Closed
14 15 16
17
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