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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

404 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 84 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-4
Holders Change %
-0.98%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
84
Increased
154
Reduced
125
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$144M
2
NL
NEPC LLC
Massachusetts
$336M
3
BI
Bramshill Investments
Florida
$59.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$594M
5
QC
Quadrature Capital
United Kingdom
$26.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.4M
2
Bank of America
Bank of America
North Carolina
$552M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.2M
4
Charles Schwab
Charles Schwab
California
$0
5
CCWM
Cassaday & Co Wealth Management
Virginia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
401
Valley Wealth Managers
New Jersey
$1.05K – – –
NRWA
402
North Ridge Wealth Advisors
Oregon
$886 +$886 +16 New
AA
403
Addison Advisors
Vermont
$785 – – –
KFI
404
Key Financial Inc
Pennsylvania
$443 +$443 +8 New
OP
405
ORG Partners
Indiana
$415 -$468 – –
BIG
406
Brooklyn Investment Group
New York
$388 +$388 +7 New
NS
407
NBC Securities
Alabama
$181 -$203K -3,368 -100%
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$111 -$10.7K -192 -99%
Charles Schwab
409
Charles Schwab
California
– -$176M -2,859,648 Closed
AHC
410
Anderson Hoagland & Co
Missouri
– -$12.9M -214,448 Closed
RSWM
411
Robertson Stephens Wealth Management
California
– -$12.3M -199,368 Closed
SC
412
Sykon Capital
New York
– -$10.8M -175,724 Closed
AFA
413
Alpha Financial Advisors
North Carolina
– -$10.2M -165,428 Closed
FTA
414
Financial & Tax Architects
Missouri
– -$8.94M -145,193 Closed
ATI
415
Act Two Investors
California
– -$8.89M -144,412 Closed
WIA
416
World Investment Advisors
California
– -$5.91M -96,110 Closed
Nomura Asset Management
417
Nomura Asset Management
Japan
– -$5.67M -92,200 Closed
PWM
418
Palumbo Wealth Management
New York
– -$5.54M -89,996 Closed
BIP
419
Blue Investment Partners
California
– -$4.87M -79,193 Closed
SIA
420
SeaBridge Investment Advisors
New Jersey
– -$4.75M -77,175 Closed
ALC
421
Alexander Labrunerie & Co
Missouri
– -$3.66M -59,452 Closed
VCM
422
Virtue Capital Management
Tennessee
– -$3.24M -52,647 Closed
UB
423
UMB Bank
Missouri
– -$2.64M -42,881 Closed
Prudential Financial
424
Prudential Financial
New Jersey
– -$2.21M -35,928 Closed
SW
425
Simplicity Wealth
New Jersey
– -$1.7M -27,689 Closed
15 16
17
18 19