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Vanguard Long-Term Treasury ETF

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: 2828 (0)

0% less funds holding

Funds holding: 409408 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
APW
401
Aventura Private Wealth
Florida
$1.83K +$1.91K +33 New
CMA
402
Cedar Mountain Advisors
Oregon
$1.66K +$1.74K +30 New
DWM
403
Darwin Wealth Management
Florida
$1.56K
EB
404
Eastern Bank
Massachusetts
$1.11K +$1.16K +20 New
VWM
405
Valley Wealth Managers
New Jersey
$1.05K
NRWA
406
North Ridge Wealth Advisors
Oregon
$886 +$927 +16 New
AA
407
Addison Advisors
Vermont
$785
KFI
408
Key Financial Inc
Pennsylvania
$443 +$464 +8 New
OP
409
ORG Partners
Indiana
$415
BIG
410
Brooklyn Investment Group
New York
$388 +$406 +7 New
NS
411
NBC Securities
Alabama
$181 -$195K -3,368 -100%
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$111 -$11.1K -192 -99%
Charles Schwab
413
Charles Schwab
California
-$176M -2,859,648 Closed
AHC
414
Anderson Hoagland & Co
Missouri
-$12.9M -214,448 Closed
RSWM
415
Robertson Stephens Wealth Management
California
-$12.3M -199,368 Closed
SC
416
Sykon Capital
New York
-$10.8M -175,724 Closed
AFA
417
Alpha Financial Advisors
North Carolina
-$10.2M -165,428 Closed
FTA
418
Financial & Tax Architects
Missouri
-$8.94M -145,193 Closed
ATI
419
Act Two Investors
California
-$8.89M -144,412 Closed
WIA
420
World Investment Advisors
California
-$5.91M -96,110 Closed
Nomura Asset Management
421
Nomura Asset Management
Japan
-$5.67M -92,200 Closed
PWM
422
Palumbo Wealth Management
New York
-$5.54M -89,996 Closed
BIP
423
Blue Investment Partners
California
-$4.87M -79,193 Closed
SIA
424
SeaBridge Investment Advisors
New Jersey
-$4.75M -77,175 Closed
ALC
425
Alexander Labrunerie & Co
Missouri
-$3.66M -59,452 Closed

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.