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Vanguard Long-Term Treasury ETF
VGLT

95 hedge funds and large institutions have $549M invested in Vanguard Long-Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

27% more capital invested

Capital invested by funds: $432M → $549M (+$117M)

14% more funds holding

Funds holding: 83 → 95 (+12)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.29% less ownership

Funds ownership: 49.59% → 46.3% (-3.3%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
29
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$24.6M
2
MIM
Morningstar Investment Management
Illinois
+$19.9M
3
AssetMark Inc
AssetMark Inc
California
+$14M
4
FA
FDx Advisors
Illinois
+$12.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.82M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$7.07M
2
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$6.54M
3
PP
Peconic Partners
New York
-$5.83M
4
FTUS
Flow Traders U.S.
New York
-$4.05M
5
CC
Cypress Capital
Tennessee
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$3.29M +$742K +9,500 +31%
PFT
27
Providence First Trust
Arizona
$3.17M +$468 +6 +0%
AIP
28
Almanack Investment Partners
Pennsylvania
$2.86M – – –
CIM
29
Cambria Investment Management
California
$2.57M -$52.3K -670 -2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.33M +$2.23M +28,539 +2,853,900%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.77M -$7.07M -90,497 -81%
VCM
32
Versant Capital Management
Arizona
$1.76M +$5.78K +74 +0.3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.63M -$1.38M -17,631 -47%
BAM
34
Belpointe Asset Management
Nevada
$1.58M -$1.93M -24,776 -56%
RJA
35
Raymond James & Associates
Florida
$1.57M +$98.6K +1,263 +7%
GWMIA
36
Global Wealth Management Investment Advisory
Florida
$1.48M +$156K +1,995 +12%
KLC
37
Knowledge Leaders Capital
Colorado
$1.24M +$143K +1,827 +14%
Creative Planning
38
Creative Planning
Kansas
$1.23M -$972K -12,448 -45%
RF
39
RHS Financial
California
$1.07M +$518K +6,631 +102%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$734K +$143K +1,831 +26%
FNT
41
First National Trust
Pennsylvania
$729K +$697K +8,923 New
IA
42
IndexIQ Advisors
New York
$723K +$469K +6,012 +211%
GFPC
43
Global Financial Private Capital
Florida
$680K +$650K +8,331 New
Comerica Bank
44
Comerica Bank
Texas
$656K +$632K +8,089 New
MML Investors Services
45
MML Investors Services
Massachusetts
$562K +$8.67K +111 +2%
JCM
46
Jacobi Capital Management
Pennsylvania
$549K -$7.5K -96 -1%
AF
47
Affiance Financial
Minnesota
$412K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$387K -$56.7K -726 -13%
NL
49
NWAM LLC
Washington
$338K – – –
CAMG
50
CWA Asset Management Group
Florida
$327K +$18.7K +239 +6%
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VGLT Hedge Fund Activity: Q2 2019 in Review

95 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2019, worth a combined $549M — up 27% from $432M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VGLT positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $24.6M. The largest seller was HighTower Advisors, cutting an estimated $7.07M.

  • 95 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2019, up from 83 in Q1 2019.
  • Funds reported $549M of Vanguard Long-Term Treasury ETF stock for Q2 2019, up 27% quarter-over-quarter.
  • 24 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2019 and 10 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2019 was Wells Fargo, an estimated $24.6M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2019 was HighTower Advisors, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2019.