We are live on ! Find out more
VGLT icon

Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$13.6M +$2.83M +50,067 +29%
PS
52
Principal Securities
Iowa
$13.5M +$12.4M +219,375 New
Nomura Asset Management
53
Nomura Asset Management
Japan
$13.5M +$12.4M +218,900 New
FCBT
54
First Citizens Bank & Trust
North Carolina
$13M
AHC
55
Anderson Hoagland & Co
Missouri
$12.6M +$10.7M +189,290 +850%
MNG
56
Manning & Napier Group
New York
$12.4M
CCA
57
Checchi Capital Advisers
California
$12.1M -$13.9M -245,825 -56%
AF
58
Allworth Financial
California
$11.7M -$138K -2,436 -1%
KWM
59
Kaydan Wealth Management
Michigan
$11.4M -$2.61M -46,163 -20%
CWM
60
Comprehensive Wealth Management
Washington
$10.8M -$5.19M -91,839 -34%
SC
61
Sykon Capital
New York
$10.8M +$9.92M +175,642 New
CB
62
Commerce Bank
Missouri
$10.7M -$783K -13,855 -7%
CAM
63
Crestone Asset Management
Colorado
$10.5M +$5.08M +89,837 +112%
PAM
64
Peak Asset Management
Colorado
$10.4M +$5.54M +97,978 +138%
EWA
65
Exencial Wealth Advisors
Oklahoma
$9.37M +$680K +12,038 +9%
GWA
66
GGM Wealth Advisors
Maryland
$9.3M +$5.89M +104,319 +193%
RA
67
RFG Advisory
Alabama
$9.29M +$8.53M +151,023 New
Goldman Sachs
68
Goldman Sachs
New York
$9.11M +$4.19M +74,238 +101%
AFA
69
Alpha Financial Advisors
North Carolina
$8.98M +$8.24M +145,924 New
RTL
70
Red Tortoise LLC
Georgia
$8.95M +$880K +15,576 +12%
VC
71
Vicus Capital
Pennsylvania
$8.78M +$4.4M +77,846 +120%
OBWP
72
O'Brien Wealth Partners
Massachusetts
$8.74M +$8.02M +142,020 New
TAS
73
TIFF Advisory Services
Pennsylvania
$8.24M +$7.57M +133,962 New
KeyBank National Association
74
KeyBank National Association
Ohio
$8.14M +$72.2K +1,277 +1%
MML Investors Services
75
MML Investors Services
Massachusetts
$8.11M +$2.38M +42,208 +47%

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.