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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
TPW
451
Transatlantique Private Wealth
New York
-$339K -5,507 Closed
VT
452
Vise Technologies
New York
-$333K -5,412 Closed
CFB
453
Cullen/Frost Bankers
Texas
-$329K -5,338 Closed
IWN
454
Independent Wealth Network
Iowa
-$314K -5,098 Closed
MW
455
Maia Wealth
Colorado
-$286K -4,911 Closed
JWCA
456
J.W. Cole Advisors
Florida
-$287K -4,667 Closed
HCM
457
Hilton Capital Management
New York
-$286K -4,650 Closed
KWM
458
Kingsview Wealth Management
Oregon
-$274K -4,447 Closed
RWM
459
Ritholtz Wealth Management
New York
-$271K -4,402 Closed
LPT
460
Legacy Private Trust
Wisconsin
-$261K -4,236 Closed
Thrivent Financial for Lutherans
461
Thrivent Financial for Lutherans
Minnesota
-$261K -4,234 Closed
FWI
462
Facet Wealth Inc
Maryland
-$240K -4,198 Closed
TI
463
TrueMark Investments
Illinois
-$229K -3,724 Closed
MBT
464
Montecito Bank & Trust
California
-$228K -3,709 Closed
WC
465
Whitney & Co
New York
-$222K -3,600 Closed
LA
466
Legacy Advisors
Pennsylvania
-$218K -3,539 Closed
EP
467
Edgestream Partners
New Jersey
-$213K -3,461 Closed
MHC
468
Meyer Handelman Company
New York
-$209K -3,400 Closed
AFG
469
Albion Financial Group
Utah
-$177K -2,873 Closed
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
-$133K -2,166 Closed
PFBT
471
Parkside Financial Bank & Trust
Missouri
-$111K -1,800 Closed
CWP
472
Concord Wealth Partners
Virginia
-$62.3K -1,013 Closed
IHWM
473
Iron Horse Wealth Management
Iowa
-$46.2K -750 Closed
CPBTD
474
Central Pacific Bank - Trust Division
Hawaii
-$43.8K -711 Closed
FDCP
475
Foster Dykema Cabot & Partners
Massachusetts
-$34.8K -566 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.