VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

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.

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.16%
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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$805M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.04B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$504M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$348M
5
Bank of America
5
Bank of America
North Carolina
$1.37B

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$2.5M
2
M&T Bank
2
M&T Bank
New York
$521K
3
BPA
3
Beacon Pointe Advisors
California
$51.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$4.86M
5
CCA
5
Checchi Capital Advisers
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$53.1M +$37.2M +604,367 +234%
BPA
27
Beacon Pointe Advisors
California
$51.3M -$16.3M -264,632 -24%
MERSOM
28
Municipal Employees' Retirement System of Michigan
Michigan
$50.8M – – –
QCM
29
Quadratic Capital Management
Connecticut
$47.5M +$10.1M +163,914 +27%
IWMA
30
Ironwood Wealth Management (Arizona)
Arizona
$43.8M +$26.7M +434,228 +156%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.2M +$11.8M +192,415 +38%
AWM
32
AE Wealth Management
Kansas
$39M +$2.2M +37,491 +6%
SFS
33
Strategic Financial Services
New York
$36.8M +$14.3M +232,938 +64%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$36.6M +$13.7M +222,939 +60%
LMIM
35
Lockheed Martin Investment Management
Maryland
$31.4M +$24.6M +400,000 +364%
CWM
36
Calamos Wealth Management
Illinois
$31.3M +$3.54M +57,596 +13%
AA
37
Advisory Alpha
Michigan
$25.3M +$1.9M +30,833 +8%
ATI
38
Act Two Investors
California
$23.8M +$1.76M +28,618 +8%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$21.2M +$12.4M +200,887 +139%
RCF
40
Rainwater Charitable Foundation
Texas
$19.8M +$19.8M +321,173 New
HPG
41
Harvest Portfolios Group
Ontario, Canada
$19.8M +$18.6M +301,498 +1,539%
AI
42
Accredited Investors
Minnesota
$18.6M +$18.6M +302,669 New
Wealthfront Advisers
43
Wealthfront Advisers
California
$17.5M +$8.8M +142,943 +101%
FFB
44
First Financial Bankshares
Texas
$16.2M +$16.2M +263,650 New
SGAM
45
Stephens Group Asset Management
Arkansas
$16M +$16M +260,007 New
FPCP
46
Fort Point Capital Partners
California
$16M +$14.2M +230,272 +778%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$14M +$4.93M +80,197 +55%
TIM
48
Tortoise Investment Management
New York
$13.9M +$2.42M +39,372 +21%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13.9M -$630K -10,245 -4%
FSC
50
Full Sail Capital
Oklahoma
$13.8M +$7.8M +126,701 +131%
1
2
3 4 5