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Vanguard Long-Term Treasury ETF
VGLT

95 hedge funds and large institutions have $549M invested in Vanguard Long-Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

27% more capital invested

Capital invested by funds: $432M → $549M (+$117M)

14% more funds holding

Funds holding: 83 → 95 (+12)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.29% less ownership

Funds ownership: 49.59% → 46.3% (-3.3%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
29
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$24.6M
2
MIM
Morningstar Investment Management
Illinois
+$19.9M
3
AssetMark Inc
AssetMark Inc
California
+$14M
4
FA
FDx Advisors
Illinois
+$12.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.82M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$7.07M
2
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$6.54M
3
PP
Peconic Partners
New York
-$5.83M
4
FTUS
Flow Traders U.S.
New York
-$4.05M
5
CC
Cypress Capital
Tennessee
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$315K -$409K -5,233 -57%
Truist Financial
52
Truist Financial
North Carolina
$302K -$26.5K -340 -8%
SC
53
Schoolcraft Capital
Colorado
$299K -$72.3K -926 -20%
FNBOO
54
First National Bank of Omaha
Nebraska
$281K +$268K +3,438 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$278K +$119K +1,527 +81%
Betterment LLC
56
Betterment LLC
New York
$244K -$703 -9 -0.3%
TSS
57
Two Sigma Securities
New York
$232K +$222K +2,846 New
I2I
58
Insight 2811 Inc
Illinois
$220K – – –
Millennium Management
59
Millennium Management
New York
$205K +$196K +2,513 New
V
60
Veritable
Delaware
$204K +$195K +2,500 New
ST
61
Smithfield Trust
Pennsylvania
$151K +$144K +1,850 New
HI
62
Human Investing
Oregon
$150K +$143K +1,834 New
US Bancorp
63
US Bancorp
Minnesota
$148K -$4.84K -62 -3%
FHA
64
Flagship Harbor Advisors
Massachusetts
$141K +$135K +1,734 New
EWM
65
Executive Wealth Management
Michigan
$124K -$1.16M -14,908 -91%
FA
66
Fortis Advisors
Pennsylvania
$114K +$781 +10 +0.7%
PB
67
Pinnacle Bancorp
Nebraska
$104K – – –
IFA
68
Interactive Financial Advisors
Illinois
$96K -$106K -1,360 -54%
TFO
69
Tarbox Family Office
California
$93K +$88.6K +1,135 New
PCM
70
Penserra Capital Management
California
$83K +$80.1K +1,026 New
AP
71
Arlington Partners
Alabama
$78K +$74.6K +956 New
ACA
72
Atlas Capital Advisors
Wyoming
$72.7K – – –
DSC
73
Duncker Streett & Co
Missouri
$68K +$312 +4 +0.5%
TAIM
74
TD Ameritrade Investment Management
Nebraska
$58K -$5.78K -74 -9%
UBS AM
75
UBS AM
Illinois
$54.5K -$11.2K -143 -18%
1 2
3
4 5

VGLT Hedge Fund Activity: Q2 2019 in Review

95 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2019, worth a combined $549M — up 27% from $432M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VGLT positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $24.6M. The largest seller was HighTower Advisors, cutting an estimated $7.07M.

  • 95 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2019, up from 83 in Q1 2019.
  • Funds reported $549M of Vanguard Long-Term Treasury ETF stock for Q2 2019, up 27% quarter-over-quarter.
  • 24 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2019 and 10 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2019 was Wells Fargo, an estimated $24.6M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2019 was HighTower Advisors, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2019.