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Vanguard Long-Term Treasury ETF

70 hedge funds and large institutions have $425M invested in Vanguard Long-Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $309M → $425M (+$115M)

9.75% more ownership

Funds ownership: 49.45%59.19% (+9.7%)

0% more funds holding

Funds holding: 7070 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
7
Increased
22
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IndexIQ Advisors
New York
$151K -$32.9M -445,343 -100%
SWP
52
Stratos Wealth Partners
Ohio
$140K -$78.3K -1,061 -35%
US Bancorp
53
US Bancorp
Minnesota
$139K +$959 +13 +0.7%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$117K +$1.03K +14 +0.9%
FA
55
Fortis Advisors
Pennsylvania
$99K +$738 +10 +0.7%
DSC
56
Duncker Streett & Co
Missouri
$84K -$18.6K -252 -18%
SF
57
Synovus Financial
Georgia
$83K -$18.4K -250 -18%
WCM
58
Wealthcare Capital Management
Virginia
$57K -$2.88K -39 -5%
TAIM
59
TD Ameritrade Investment Management
Nebraska
$57K +$40.7K +551 +236%
BWA
60
BDO Wealth Advisors
Florida
$47K
PA
61
Parallel Advisors
California
$32K +$2.88K +39 +10%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$20K
WP
63
WealthShield Partners
North Carolina
$17K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.8K +65 New
FEG
65
Financial Enhancement Group
Indiana
$4K
ASN
66
Advisory Services Network
Georgia
$3K
SFM
67
Signet Financial Management
New Jersey
$3K
TFA
68
Transamerica Financial Advisors
Florida
$1K -$221 -3 -33%
GI
69
Gradient Investments
Minnesota
$1K
FFM
70
Fullerton Fund Management
Singapore
-$5.79M -77,500 Closed
BCP
71
Berkeley Capital Partners
Georgia
-$1.1M -14,680 Closed
VF
72
Virtu Financial
New York
-$930K -12,437 Closed
OMC
73
Old Mission Capital
Illinois
-$204K -2,728 Closed
CF
74
Centaurus Financial
California
-$98K -1,315 Closed
LFG
75
LifePlan Financial Group
Ohio
-$29K -385 Closed

VGLT Hedge Fund Activity: Q3 2018 in Review

70 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2018, worth a combined $425M — up 37% from $309M a quarter earlier.

Fund positioning in VGLT was balanced in Q3 2018: 7 funds opened new positions, 7 closed out, 22 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $53.1M. The largest seller was IndexIQ Advisors, cutting an estimated $32.9M.

  • 70 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $425M of Vanguard Long-Term Treasury ETF stock for Q3 2018, up 37% quarter-over-quarter.
  • 7 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2018 and 7 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2018 was Ameriprise, an estimated $53.1M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2018 was IndexIQ Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2018.