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Vanguard Long-Term Treasury ETF
VGLT

362 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 169 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $6.42M

78% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 95

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

9% more capital invested

Capital invested by funds: $8.4B → $9.13B (+$730M)

3% more funds holding

Funds holding: 352 → 362 (+10)

3.46% less ownership

Funds ownership: 78.32% → 74.87% (-3.5%)

13% less funds holding in top 10

Funds holding in top 10: 31 → 27 (-4)

Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.21%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
169
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.72B
2
NL
NEPC LLC
Massachusetts
+$155M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$131M
4
RCF
Rainwater Charitable Foundation
Texas
+$49M
5
JPG
Jordan Park Group
California
+$41.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$550M
2
Ameriprise
Ameriprise
Minnesota
-$244M
3
Bank of America
Bank of America
North Carolina
-$170M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$58.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWMA
26
Ironwood Wealth Management (Arizona)
Arizona
$43.4M +$1.2M +20,248 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$40.4M +$5.14M +86,846 +15%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$40M +$30.4M +514,247 +149%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.9M -$2.72M -46,005 -7%
SFS
30
Strategic Financial Services
New York
$37.9M +$2.49M +42,101 +7%
HPG
31
Harvest Portfolios Group
Ontario, Canada
$33.9M +$14.9M +251,859 +78%
AssetMark Inc
32
AssetMark Inc
California
$32.7M -$18.3M -309,970 -36%
CWM
33
Calamos Wealth Management
Illinois
$32.4M +$2.27M +38,417 +8%
LMIM
34
Lockheed Martin Investment Management
Maryland
$30.2M – – –
Goldman Sachs
35
Goldman Sachs
New York
$24.7M +$15.9M +268,524 +181%
ATI
36
Act Two Investors
California
$24M +$1.04M +17,636 +5%
SHGA
37
Sand Hill Global Advisors
California
$23.2M -$48.8M -825,059 -68%
QCM
38
Quadratic Capital Management
Connecticut
$22.8M -$22.8M -385,680 -50%
AWM
39
AE Wealth Management
Kansas
$21.1M -$18.1M -306,208 -46%
CWM
40
Comprehensive Wealth Management
Washington
$20.3M +$9.89M +167,165 +95%
Wealthfront Advisers
41
Wealthfront Advisers
California
$18.2M +$1.33M +22,553 +8%
ETC
42
Exchange Traded Concepts
Oklahoma
$17.9M +$17.9M +302,855 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$17.3M +$17.3M +292,528 New
AI
44
Accredited Investors
Minnesota
$16.9M -$1.06M -18,003 -6%
FFB
45
First Financial Bankshares
Texas
$16M +$426K +7,205 +3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$16M +$2.6M +43,908 +19%
TIM
47
Tortoise Investment Management
New York
$15.7M +$2.27M +38,333 +17%
NA
48
Nottingham Advisors
New York
$15.7M +$14.8M +249,554 +1,673%
SGAM
49
Stephens Group Asset Management
Arkansas
$15.5M +$135K +2,288 +0.9%
FSC
50
Full Sail Capital
Oklahoma
$15.1M +$1.81M +30,626 +14%
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VGLT Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2024, worth a combined $9.13B — up 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 51 closed out — a net gain of 15 holders — while 169 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $550M.

  • 362 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2024, up from 352 in Q4 2023.
  • Funds reported $9.13B of Vanguard Long-Term Treasury ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2024 and 51 closed out, a net change of +15 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $1.72B added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2024.