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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

404 hedge funds and large institutions have $6.27B invested in Vanguard Long-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-4
Holders Change %
-0.98%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
84
Increased
154
Reduced
125
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$144M
2
NL
2
NEPC LLC
Massachusetts
$336M
3
BI
3
Bramshill Investments
Florida
$59.5M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$594M
5
QC
5
Quadrature Capital
United Kingdom
$26.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$78.4M
2
Bank of America
2
Bank of America
North Carolina
$552M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$33.2M
4
Charles Schwab
4
Charles Schwab
California
$0
5
CCWM
5
Cassaday & Co Wealth Management
Virginia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$45.9M +$4.7M +84,886 +11%
HPG
27
Harvest Portfolios Group
Ontario, Canada
$45.9M -$7.71M -139,286 -14%
RCF
28
Rainwater Charitable Foundation
Texas
$44.8M -$13.4M -242,116 -23%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.9M +$2.75M +49,627 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$39.7M -$8.31M -150,057 -17%
Raymond James Financial
31
Raymond James Financial
Florida
$37.6M +$37.6M +678,728 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$33.2M -$327M -5,915,275 -91%
CWM
33
Calamos Wealth Management
Illinois
$33.1M -$807K -14,586 -2%
Corient Private Wealth
34
Corient Private Wealth
Florida
$30.9M +$6.3M +113,785 +26%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$29M -$7.23M -130,545 -20%
LMIM
36
Lockheed Martin Investment Management
Maryland
$26.8M -$20.5M -370,000 -43%
BPA
37
Beacon Pointe Advisors
California
$26.8M -$17.2M -311,534 -39%
QC
38
Quadrature Capital
United Kingdom
$26.5M +$19.1M +344,391 +255%
TIM
39
Tortoise Investment Management
New York
$25.1M +$1.37M +24,779 +6%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$23.8M +$3.26M +58,966 +16%
SGAM
41
Stephens Group Asset Management
Arkansas
$23.5M +$725K +13,104 +3%
AWM
42
AE Wealth Management
Kansas
$22.6M +$762K +13,775 +3%
MG
43
Mather Group
Illinois
$22.4M -$31.7M -573,483 -59%
PS
44
Principal Securities
Iowa
$22.1M +$1.45M +26,178 +7%
SHGA
45
Sand Hill Global Advisors
California
$21.9M -$125K -2,252 -0.6%
Betterment LLC
46
Betterment LLC
New York
$21.4M +$3.43M +62,003 +19%
AssetMark Inc
47
AssetMark Inc
California
$21.3M -$29.2M -528,040 -58%
NA
48
Nottingham Advisors
New York
$20.6M -$4.46M -80,626 -18%
DF
49
Dunhill Financial
United Kingdom
$20.1M +$1.3M +23,489 +7%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$18.3M +$17.4M +314,800 +2,018%
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