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Vanguard Long-Term Treasury ETF

405 hedge funds and large institutions have $6.22B invested in Vanguard Long-Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 134 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

532% more call options, than puts

Call options by funds: $24M | Put options by funds: $3.79M

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 134

6% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 63

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

1% less funds holding

Funds holding: 408405 (-3)

1% less capital invested

Capital invested by funds: $6.27B → $6.22B (-$55.6M)

1.02% less ownership

Funds ownership: 63.69%62.67% (-1%)

Holders
405
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
5.43%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
67
Increased
152
Reduced
134
Closed
63
Calls
$24M
Puts
$3.79M
Net Calls
+$20.2M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$461
OP
402
ORG Partners
Indiana
$430
AAP
403
Arax Advisory Partners
Colorado
$404 +$394 +7 New
SWIM
404
Smallwood Wealth Investment Management
New Jersey
$403 +$394 +7 New
HWA
405
Heritage Wealth Advisors
Virginia
$346 +$338 +6 New
DJSG
406
D.J. St. Germain
Massachusetts
$230 -$2.7K -48 -92%
Russell Investments Group
407
Russell Investments Group
United Kingdom
$230 +$225 +4 New
AC
408
AlphaCore Capital
California
$118 +$113 +2 New
IWM
409
Inlight Wealth Management
Georgia
$58 +$56 +1 New
BI
410
Bramshill Investments
Florida
-$59.5M -1,075,644 Closed
QC
411
Quadrature Capital
United Kingdom
-$26.5M -479,294 Closed
SHGA
412
Sand Hill Global Advisors
California
-$21.9M -396,090 Closed
Kovitz Investment Group Partners
413
Kovitz Investment Group Partners
Illinois
-$13.6M -245,540 Closed
SWA
414
Stratos Wealth Advisors
Ohio
-$8.58M -155,008 Closed
Janney Montgomery Scott
415
Janney Montgomery Scott
Pennsylvania
-$8.5M -153,502 Closed
BWS
416
Buck Wealth Strategies
Colorado
-$3.81M -68,908 Closed
FCT
417
Family Capital Trust
Massachusetts
-$4.22M -68,506 Closed
MERSOM
418
Municipal Employees' Retirement System of Michigan
Michigan
-$3.49M -63,048 Closed
AWA
419
Adapt Wealth Advisors
Georgia
-$3.01M -54,387 Closed
LGA
420
Lebenthal Global Advisors
New York
-$2.98M -53,927 Closed
IWS
421
Integrity Wealth Solutions
Colorado
-$2.95M -53,267 Closed
RA
422
RFG Advisory
Alabama
-$2.45M -44,226 Closed
CAM
423
Cobblestone Asset Management
Virginia
-$2.43M -43,933 Closed
TCMP
424
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.92M -34,770 Closed
EFM
425
E Fund Management
China
-$1.86M -33,648 Closed

VGLT Hedge Fund Activity: Q1 2025 in Review

405 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2025, worth a combined $6.22B — down 0.89% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VGLT positions and 63 closed out — a net gain of 4 holders — while 152 added to existing stakes and 134 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $51.4M. The largest seller was Bank of America, cutting an estimated $184M.

  • 405 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2025, down from 408 in Q4 2024.
  • Funds reported $6.22B of Vanguard Long-Term Treasury ETF stock for Q1 2025, down 0.89% quarter-over-quarter.
  • 67 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2025 and 63 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2025 was Empower Advisory Group, an estimated $51.4M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2025 was Bank of America, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2025.