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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $7.39M | Put options by funds: $6M

14% more capital invested

Capital invested by funds: $2.73B → $3.12B (+$394M)

7% more funds holding

Funds holding: 236252 (+16)

1.78% more ownership

Funds ownership: 62.02%63.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Cravens & Co Advisors
Tennessee
$6.34M +$6.24M +96,763 New
Jane Street
52
Jane Street
New York
$6.3M -$2.82M -43,778 -31%
ACA
53
Ackerman Capital Advisors
Texas
$6.22M +$6.12M +94,882 New
ACM
54
AlphaStar Capital Management
North Carolina
$6.11M +$4.01M +62,112 +187%
Goldman Sachs
55
Goldman Sachs
New York
$5.64M -$55.5K -861 -1%
PCA
56
Pallas Capital Advisors
Massachusetts
$4.87M +$4.83M +74,856 New
SPIA
57
Steward Partners Investment Advisory
New York
$4.73M -$372K -5,772 -7%
AWM
58
Avondale Wealth Management
Texas
$4.51M +$2.09M +32,337 +89%
RJA
59
Raymond James & Associates
Florida
$4.47M +$1.36M +21,164 +45%
EF
60
Empowered Funds
Pennsylvania
$4.27M +$201K +3,119 +5%
VC
61
Vicus Capital
Pennsylvania
$4.13M +$4.07M +63,070 New
IMA
62
Investment Management Associates
Colorado
$4.04M +$737K +11,421 +23%
OPOWM
63
One Plus One Wealth Management
Florida
$3.96M +$3.9M +60,505 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$3.96M +$449K +6,963 +13%
CCFM
65
Clear Creek Financial Management
Washington
$3.92M +$85.6K +1,327 +2%
IC
66
Innealta Capital
Texas
$3.89M +$3.83M +59,342 New
AWE
67
Avidian Wealth Enterprises
Texas
$3.8M +$3.75M +58,072 New
Osaic Holdings
68
Osaic Holdings
Arizona
$3.61M -$240K -3,723 -6%
ODIJL
69
One Day In July LLC
Vermont
$3.48M +$206K +3,197 +6%
FNT
70
First National Trust
Pennsylvania
$3.27M -$59K -915 -2%
Wealthfront Advisers
71
Wealthfront Advisers
California
$3.26M +$496K +7,698 +18%
ACM
72
Ashford Capital Management
Delaware
$3.22M +$1.73M +26,819 +120%
FCT
73
Family Capital Trust
Massachusetts
$3.16M +$3.11M +48,164 New
GP
74
Greenline Partners
New York
$3.03M +$415K +6,433 +16%
SPWG
75
Sage Private Wealth Group
Illinois
$2.81M +$159K +2,465 +6%

VGLT Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2023, worth a combined $3.12B — up 14% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGLT positions and 37 closed out — a net gain of 22 holders — while 114 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $147M. The largest seller was Bank of America, cutting an estimated $163M.

  • 252 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $3.12B of Vanguard Long-Term Treasury ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 59 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.