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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $7.39M | Put options by funds: $6M

14% more capital invested

Capital invested by funds: $2.73B → $3.12B (+$394M)

7% more funds holding

Funds holding: 236252 (+16)

1.78% more ownership

Funds ownership: 62.02%63.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Commerce Bank
Missouri
$21.1M +$476K +7,378 +2%
HighTower Advisors
27
HighTower Advisors
Illinois
$18M +$1.85M +28,635 +12%
Truist Financial
28
Truist Financial
North Carolina
$17M +$4.2M +65,077 +34%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$16.6M +$4.57M +70,833 +39%
MERSOM
30
Municipal Employees' Retirement System of Michigan
Michigan
$15.4M +$15.2M +235,081 New
BCP
31
Blue Chip Partners
Michigan
$15.1M +$4.31M +66,843 +41%
GIA
32
Gladstone Institutional Advisory
Florida
$14.2M +$6.29M +97,496 +81%
TI
33
Tidal Investments
Wisconsin
$14.1M +$13.9M +215,426 New
AF
34
Allworth Financial
California
$12.9M +$2.12M +32,922 +20%
GP
35
Girard Partners
Pennsylvania
$12.9M +$12.7M +196,627 New
MNG
36
Manning & Napier Group
New York
$12.7M
CAM
37
Cresset Asset Management
Illinois
$12M +$6.34M +98,257 +117%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$11.9M -$6.33M -98,136 -35%
GG
39
GenWealth Group
New Jersey
$11.8M -$121K -1,881 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$10.4M +$5.74M +89,035 +127%
HCA
41
Heck Capital Advisors
Wisconsin
$10.4M +$164K +2,538 +2%
OPCM
42
Osborne Partners Capital Management
California
$8.48M +$519K +8,042 +7%
KeyBank National Association
43
KeyBank National Association
Ohio
$8.14M +$396K +6,135 +5%
FIA
44
Foundations Investment Advisors
Arizona
$7.94M +$7.82M +121,231 New
NW
45
NewEdge Wealth
Pennsylvania
$7.51M +$2.36M +36,601 +47%
TIM
46
Tortoise Investment Management
New York
$7.2M +$563K +8,733 +9%
RTL
47
Red Tortoise LLC
Georgia
$7.03M +$575K +8,911 +9%
GIS
48
Grayhawk Investment Strategies
Alberta, Canada
$6.86M +$3.48M +53,900 +1,585%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$6.78M +$1.61M +24,940 +32%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$6.37M +$356K +5,517 +6%

VGLT Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2023, worth a combined $3.12B — up 14% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGLT positions and 37 closed out — a net gain of 22 holders — while 114 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $147M. The largest seller was Bank of America, cutting an estimated $163M.

  • 252 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $3.12B of Vanguard Long-Term Treasury ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 59 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.