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Vanguard Long-Term Treasury ETF

368 hedge funds and large institutions have $9.51B invested in Vanguard Long-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $14M

51% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 107

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

2% more funds holding

Funds holding: 362368 (+6)

4% more capital invested

Capital invested by funds: $9.13B → $9.51B (+$382M)

0.56% less ownership

Funds ownership: 74.87%74.3% (-0.56%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
368
Holders Change
+6
Holders Change %
+1.66%
% of All Funds
5.31%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.33%
New
62
Increased
162
Reduced
107
Closed
52
Calls
$42.6M
Puts
$14M
Net Calls
+$28.5M
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Checchi Capital Advisers
California
$15.1M +$2.04M +35,581 +16%
FSC
52
Full Sail Capital
Oklahoma
$15.1M +$403K +7,052 +3%
Corient Private Wealth
53
Corient Private Wealth
Florida
$14.5M +$571K +9,980 +4%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$14.4M +$6.36M +111,099 +80%
4WM
55
49 Wealth Management
Texas
$13.1M +$13.3M +232,393 New
SWA
56
Stratos Wealth Advisors
Ohio
$13.1M +$11.6M +203,425 +883%
AHC
57
Anderson Hoagland & Co
Missouri
$12.3M -$137K -2,391 -1%
MNA
58
Manning & Napier Advisors
New York
$12.1M +$12M +210,078 New
DADC
59
D.A. Davidson & Co
Montana
$11.5M +$22.7K +396 +0.2%
Betterment LLC
60
Betterment LLC
New York
$11.1M +$5.2M +90,858 +89%
TAS
61
TIFF Advisory Services
Pennsylvania
$10.9M +$2.8M +48,905 +35%
DF
62
Dunhill Financial
United Kingdom
$10.9M +$9.7M +169,531 +860%
PAM
63
Peak Asset Management
Colorado
$10.6M +$447K +7,809 +4%
Osaic Holdings
64
Osaic Holdings
Arizona
$9.75M -$900K -15,728 -9%
EWA
65
Exencial Wealth Advisors
Oklahoma
$9.48M +$332K +5,807 +4%
EWM
66
Executive Wealth Management
Michigan
$9.29M +$652K +11,404 +8%
AFA
67
Alpha Financial Advisors
North Carolina
$9.21M -$22K -384 -0.2%
RTL
68
Red Tortoise LLC
Georgia
$8.9M -$410K -7,175 -4%
EF
69
Empowered Funds
Pennsylvania
$8.8M +$807K +14,101 +10%
OBWP
70
O'Brien Wealth Partners
Massachusetts
$8.78M +$199K +3,471 +2%
BIA
71
Bell Investment Advisors
California
$8.7M +$1.24M +21,619 +17%
VC
72
Vicus Capital
Pennsylvania
$8.63M +$54.9K +960 +0.6%
Mirae Asset Global ETFs Holdings
73
Mirae Asset Global ETFs Holdings
Hong Kong
$8.58M +$8.51M +148,757 New
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$8.52M +$8.08M +141,318 +2,234%
NW
75
NewEdge Wealth
Pennsylvania
$8.25M +$68.1K +1,190 +0.8%

VGLT Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2024, worth a combined $9.51B — up 4.2% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VGLT positions and 52 closed out — a net gain of 10 holders — while 162 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $113M. The largest seller was Comprehensive Wealth Management, cutting an estimated $19.2M.

  • 368 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $9.51B of Vanguard Long-Term Treasury ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 62 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2024 and 52 closed out, a net change of +10 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2024 was Comprehensive Wealth Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.