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Vanguard Long-Term Treasury ETF

83 hedge funds and large institutions have $432M invested in Vanguard Long-Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 8183 (+2)

8.98% less ownership

Funds ownership: 58.57%49.59% (-9%)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

18% less capital invested

Capital invested by funds: $526M → $432M (-$94.2M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
21
Increased
24
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.65M +$2.55M +34,128 New
CIM
27
Cambria Investment Management
California
$2.5M +$50.1K +670 +2%
Renaissance Technologies
28
Renaissance Technologies
New York
$2.4M +$2.31M +30,800 New
CWM
29
Cordatus Wealth Management
Pennsylvania
$2.15M +$2.07M +27,629 New
Creative Planning
30
Creative Planning
Kansas
$2.14M -$1.83M -24,426 -47%
VCM
31
Versant Capital Management
Arizona
$1.67M +$1.35K +18 +0.1%
RJA
32
Raymond James & Associates
Florida
$1.39M +$440K +5,880 +49%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.34M +$1.29M +17,288 New
AI
34
Atria Investments
North Carolina
$1.31M -$96.3K -1,287 -7%
EWM
35
Executive Wealth Management
Michigan
$1.28M -$71.5K -956 -5%
GWMIA
36
Global Wealth Management Investment Advisory
Florida
$1.26M -$15.9K -213 -1%
ACM
37
Aviance Capital Management
Florida
$1.17M -$212K -2,826 -16%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.13M +$79.3K +1,059 +8%
KLC
39
Knowledge Leaders Capital
Colorado
$1.04M +$1M +13,389 New
GG
40
GenWealth Group
New Jersey
$977K +$685K +9,153 +252%
Stifel Financial
41
Stifel Financial
Missouri
$711K +$401K +5,364 +143%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$557K +$293K +3,913 +121%
JCM
43
Jacobi Capital Management
Pennsylvania
$530K -$106K -1,421 -17%
MML Investors Services
44
MML Investors Services
Massachusetts
$527K -$6.51K -87 -1%
RF
45
RHS Financial
California
$507K +$488K +6,520 New
FHA
46
First Horizon Advisors
Tennessee
$442K -$6.81K -91 -2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$425K -$168K -2,249 -29%
AF
48
Affiance Financial
Minnesota
$393K
CIA
49
Choate Investment Advisors
Massachusetts
$360K -$12M -160,730 -97%
SC
50
Schoolcraft Capital
Colorado
$357K +$343K +4,587 New

VGLT Hedge Fund Activity: Q1 2019 in Review

83 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2019, worth a combined $432M — down 18% from $526M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VGLT positions and 18 closed out — a net gain of 3 holders — while 24 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $24M. The largest seller was WBI Investments, exiting entirely with an estimated $75.3M sold.

  • 83 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2019, up from 81 in Q4 2018.
  • Funds reported $432M of Vanguard Long-Term Treasury ETF stock for Q1 2019, down 18% quarter-over-quarter.
  • 21 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2019 and 18 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2019 was UBS Group, an estimated $24M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2019 was WBI Investments, an estimated $75.3M sold.

Based on aggregated 13F filings for Q1 2019.