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Vanguard Long-Term Treasury ETF

184 hedge funds and large institutions have $2.6B invested in Vanguard Long-Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $1.64M

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 177184 (+7)

3.02% more ownership

Funds ownership: 63.75%66.77% (+3%)

6% less capital invested

Capital invested by funds: $2.78B → $2.6B (-$177M)

Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
3.1%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.2%
New
46
Increased
66
Reduced
52
Closed
37
Calls
$2.25M
Puts
$1.64M
Net Calls
+$610K
Net Calls Change
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$2.11M -$1.78M -24,833 -45%
TWA
52
TPB Wealth Advisors
Texas
$2.01M -$399K -5,555 -16%
MCCP
53
Mission Creek Capital Partners
California
$1.91M -$21.2K -295 -1%
GRP
54
Global Retirement Partners
California
$1.75M +$3.74K +52 +0.2%
CIM
55
Cambria Investment Management
California
$1.75M +$446K +6,208 +33%
VCM
56
Versant Capital Management
Arizona
$1.68M +$66.5K +925 +4%
RF
57
RHS Financial
California
$1.68M -$1.29M -17,953 -43%
CAM
58
Cresset Asset Management
Illinois
$1.59M +$1.63M +22,707 New
CPW
59
Catalyst Private Wealth
California
$1.59M +$147K +2,050 +10%
WCWM
60
Wooster Corthell Wealth Management
Connecticut
$1.54M +$1.39M +19,316 +750%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.53M -$963K -13,393 -38%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.46M +$829K +11,528 +124%
FLA
63
Financial Life Advisors
Texas
$1.42M +$613K +8,535 +73%
Millennium Management
64
Millennium Management
New York
$1.36M +$1.39M +19,358 New
Wealthfront Advisers
65
Wealthfront Advisers
California
$1.32M +$653K +9,080 +93%
AA
66
ALPS Advisors
Colorado
$1.27M +$1.3M +18,055 New
SAM
67
Stone Asset Management
Texas
$1.26M -$158K -2,204 -11%
LAS
68
Lloyd Advisory Services
Georgia
$1.23M +$1.14M +15,925 +1,009%
BWG
69
Beta Wealth Group
California
$1.23M +$155K +2,158 +14%
HWAM
70
Hennion & Walsh Asset Management
New Jersey
$1.17M +$35.6K +495 +3%
OFG
71
Orcam Financial Group
California
$1.16M +$309K +4,296 +35%
PAG
72
Private Advisor Group
New Jersey
$1.16M -$1.51M -20,974 -56%
BAM
73
Belpointe Asset Management
Nevada
$1.15M -$245K -3,410 -17%
TI
74
Truepoint Inc
Ohio
$1.13M +$1.16M +16,148 New
SCA
75
Spearhead Capital Advisors
Florida
$1.04M -$12.1K -169 -1%

VGLT Hedge Fund Activity: Q2 2022 in Review

184 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2022, worth a combined $2.6B — down 6.4% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VGLT positions and 37 closed out — a net gain of 9 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $148M. The largest seller was Exchange Traded Concepts, cutting an estimated $158M.

  • 184 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2022, up from 177 in Q1 2022.
  • Funds reported $2.6B of Vanguard Long-Term Treasury ETF stock for Q2 2022, down 6.4% quarter-over-quarter.
  • 46 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2022 and 37 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2022 was Morgan Stanley, an estimated $148M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2022 was Exchange Traded Concepts, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2022.