We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$53.1M +$34.1M +604,367 +234%
BPA
27
Beacon Pointe Advisors
California
$51.3M -$15M -264,632 -24%
MERSOM
28
Municipal Employees' Retirement System of Michigan
Michigan
$50.8M
QCM
29
Quadratic Capital Management
Connecticut
$47.5M +$9.26M +163,914 +27%
IWMA
30
Ironwood Wealth Management (Arizona)
Arizona
$43.8M +$24.5M +434,228 +156%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.2M +$10.9M +192,415 +38%
AWM
32
AE Wealth Management
Kansas
$39M +$2.12M +37,491 +6%
SFS
33
Strategic Financial Services
New York
$36.8M +$13.2M +232,938 +64%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$36.6M +$12.6M +222,939 +60%
LMIM
35
Lockheed Martin Investment Management
Maryland
$31.4M +$22.6M +400,000 +364%
CWM
36
Calamos Wealth Management
Illinois
$31.3M +$3.25M +57,596 +13%
AA
37
Advisory Alpha
Michigan
$25.3M +$1.74M +30,833 +8%
ATI
38
Act Two Investors
California
$23.8M +$1.62M +28,618 +8%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$21.2M +$11.4M +200,887 +139%
RCF
40
Rainwater Charitable Foundation
Texas
$19.8M +$18.1M +321,173 New
HPG
41
Harvest Portfolios Group
Ontario, Canada
$19.8M +$17M +301,498 +1,539%
AI
42
Accredited Investors
Minnesota
$18.6M +$17.1M +302,669 New
Wealthfront Advisers
43
Wealthfront Advisers
California
$17.5M +$8.08M +142,943 +101%
FFB
44
First Financial Bankshares
Texas
$16.2M +$14.9M +263,650 New
SGAM
45
Stephens Group Asset Management
Arkansas
$16M +$14.7M +260,007 New
FPCP
46
Fort Point Capital Partners
California
$16M +$13M +230,272 +778%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$14M +$4.53M +80,197 +55%
TIM
48
Tortoise Investment Management
New York
$13.9M +$2.22M +39,372 +21%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13.9M -$579K -10,245 -4%
FSC
50
Full Sail Capital
Oklahoma
$13.8M +$7.16M +126,701 +131%

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.