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Vanguard Long-Term Treasury ETF

362 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 169 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $6.42M

78% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 95

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

9% more capital invested

Capital invested by funds: $8.4B → $9.13B (+$730M)

3% more funds holding

Funds holding: 352362 (+10)

3.46% less ownership

Funds ownership: 78.32%74.87% (-3.5%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.21%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
169
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$15M -$51.2M -866,017 -77%
Corient Private Wealth
52
Corient Private Wealth
Florida
$14.3M +$12.9M +217,414 +936%
PS
53
Principal Securities
Iowa
$14M +$1.03M +17,389 +8%
CCA
54
Checchi Capital Advisers
California
$13.4M +$1.77M +29,926 +15%
AHC
55
Anderson Hoagland & Co
Missouri
$12.1M +$134K +2,266 +1%
MNG
56
Manning & Napier Group
New York
$12M
AF
57
Allworth Financial
California
$11.9M +$652K +11,024 +6%
DADC
58
D.A. Davidson & Co
Montana
$11.8M +$8.98M +151,873 +326%
Osaic Holdings
59
Osaic Holdings
Arizona
$10.9M -$2.16M -36,507 -17%
KWM
60
Kaydan Wealth Management
Michigan
$10.8M -$197K -3,336 -2%
CB
61
Commerce Bank
Missouri
$10.4M +$131K +2,215 +1%
PAM
62
Peak Asset Management
Colorado
$10.4M +$424K +7,165 +4%
MWAM
63
Manhattan West Asset Management
California
$9.95M +$3.8M +64,181 +62%
RTL
64
Red Tortoise LLC
Georgia
$9.57M +$951K +16,076 +11%
AFA
65
Alpha Financial Advisors
North Carolina
$9.48M +$834K +14,106 +10%
EWA
66
Exencial Wealth Advisors
Oklahoma
$9.39M +$369K +6,237 +4%
FPCP
67
Fort Point Capital Partners
California
$9.28M -$6.11M -103,248 -40%
OBWP
68
O'Brien Wealth Partners
Massachusetts
$8.81M +$397K +6,710 +5%
VC
69
Vicus Capital
Pennsylvania
$8.81M +$358K +6,057 +4%
MML Investors Services
70
MML Investors Services
Massachusetts
$8.79M +$982K +16,610 +13%
EWM
71
Executive Wealth Management
Michigan
$8.69M +$8.43M +142,456 +1,957%
TAS
72
TIFF Advisory Services
Pennsylvania
$8.31M +$371K +6,265 +5%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$8.23M +$778K +13,149 +10%
EF
74
Empowered Funds
Pennsylvania
$8.21M +$563K +9,518 +7%
NW
75
NewEdge Wealth
Pennsylvania
$7.94M +$5.14M +86,937 +158%

VGLT Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2024, worth a combined $9.13B — up 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 51 closed out — a net gain of 15 holders — while 169 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $550M.

  • 362 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2024, up from 352 in Q4 2023.
  • Funds reported $9.13B of Vanguard Long-Term Treasury ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2024 and 51 closed out, a net change of +15 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $1.72B added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2024.