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Vanguard Long-Term Treasury ETF

70 hedge funds and large institutions have $309M invested in Vanguard Long-Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

13% more capital invested

Capital invested by funds: $274M → $309M (+$35.3M)

4.71% more ownership

Funds ownership: 44.74%49.45% (+4.7%)

0% more funds holding

Funds holding: 7070 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
8
Increased
26
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.35M -$149K -2,021 -6%
Goldman Sachs
27
Goldman Sachs
New York
$1.99M +$101K +1,378 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.74M +$1.43M +19,376 +500%
VCM
29
Versant Capital Management
Arizona
$1.63M +$139K +1,883 +9%
PFBT
30
Parkside Financial Bank & Trust
Missouri
$1.45M +$687K +9,345 +93%
BCP
31
Berkeley Capital Partners
Georgia
$1.1M +$26.5K +360 +3%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.04M +$27.1K +369 +3%
VF
33
Virtu Financial
New York
$930K +$915K +12,437 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$884K -$813K -11,048 -48%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$881K +$214K +2,906 +33%
FHA
36
First Horizon Advisors
Tennessee
$627K -$767K -10,426 -55%
SAS
37
Sage Advisory Services
Texas
$535K -$736 -10 -0.1%
MML Investors Services
38
MML Investors Services
Massachusetts
$474K -$110K -1,490 -19%
AF
39
Affiance Financial
Minnesota
$378K +$371K +5,050 New
Stifel Financial
40
Stifel Financial
Missouri
$320K -$375K -5,100 -54%
NL
41
NWAM LLC
Washington
$316K
VAM
42
Visionary Asset Management
Texas
$313K -$315K -4,283 -51%
Betterment LLC
43
Betterment LLC
New York
$308K +$25.3K +344 +9%
BAM
44
Belpointe Asset Management
Nevada
$303K +$18.4K +250 +7%
SWM
45
SeaCrest Wealth Management
New York
$287K
IA
46
IFP Advisors
Florida
$228K -$6.33K -86 -3%
SWP
47
Stratos Wealth Partners
Ohio
$225K +$368 +5 +0.2%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$208K +$170K +2,313 +493%
OMC
49
Old Mission Capital
Illinois
$204K +$201K +2,728 New
AG
50
Advisor Group
Arizona
$189K -$146K -1,986 -44%

VGLT Hedge Fund Activity: Q2 2018 in Review

70 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2018, worth a combined $309M — up 13% from $274M a quarter earlier.

Fund positioning in VGLT was balanced in Q2 2018: 8 funds opened new positions, 8 closed out, 26 added to existing stakes and 21 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $26.6M. The largest seller was Hays Advisory, cutting an estimated $8.95M.

  • 70 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $309M of Vanguard Long-Term Treasury ETF stock for Q2 2018, up 13% quarter-over-quarter.
  • 8 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2018 and 8 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2018 was IndexIQ Advisors, an estimated $26.6M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2018 was Hays Advisory, an estimated $8.95M sold.

Based on aggregated 13F filings for Q2 2018.