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Vanguard Long-Term Treasury ETF
VGLT

95 hedge funds and large institutions have $549M invested in Vanguard Long-Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

27% more capital invested

Capital invested by funds: $432M → $549M (+$117M)

14% more funds holding

Funds holding: 83 → 95 (+12)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.29% less ownership

Funds ownership: 49.59% → 46.3% (-3.3%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
29
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$24.6M
2
MIM
Morningstar Investment Management
Illinois
+$19.9M
3
AssetMark Inc
AssetMark Inc
California
+$14M
4
FA
FDx Advisors
Illinois
+$12.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.82M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$7.07M
2
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$6.54M
3
PP
Peconic Partners
New York
-$5.83M
4
FTUS
Flow Traders U.S.
New York
-$4.05M
5
CC
Cypress Capital
Tennessee
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$49K – – –
WCM
77
Wealthcare Capital Management
Virginia
$49K – – –
PA
78
Parallel Advisors
California
$39K -$468 -6 -1%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$23K – – –
JP Morgan Chase
80
JP Morgan Chase
New York
$16K +$15.5K +199 New
NFG
81
Next Financial Group
Texas
$14K -$224K -2,875 -94%
RIA
82
Realta Investment Advisors
Delaware
$13K – – –
Citigroup
83
Citigroup
New York
$12K – – –
EIP
84
Ellis Investment Partners
Pennsylvania
$12K +$12K +154 New
BWA
85
BDO Wealth Advisors
Florida
$10K – – –
APA
86
American Portfolios Advisors
New York
$8.41K +$8.04K +103 New
LGWM
87
Litman Gregory Wealth Management
California
$7K – – –
DWM
88
Doyle Wealth Management
Florida
$7K +$6.56K +84 New
BA
89
Belvedere Advisors
California
$4K -$74.6K -955 -96%
APC
90
Aspire Private Capital
North Carolina
$4K – – –
WP
91
WealthShield Partners
North Carolina
$3K – – –
BlackRock
92
BlackRock
New York
$3K +$2.5K +32 New
POIA
93
Pin Oak Investment Advisors
Texas
$2K +$1.72K +22 New
TFA
94
Transamerica Financial Advisors
Florida
$1K +$156 +2 New
PP
95
Peconic Partners
New York
– -$5.83M -75,000 Closed
FTUS
96
Flow Traders U.S.
New York
– -$4.05M -52,113 Closed
CWM
97
Cordatus Wealth Management
Pennsylvania
– -$2.15M -27,629 Closed
AI
98
Atria Investments
North Carolina
– -$1.31M -16,815 Closed
GG
99
GenWealth Group
New Jersey
– -$977K -12,792 Closed
FHA
100
First Horizon Advisors
Tennessee
– -$445K -5,696 Closed
1 2 3
4
5

VGLT Hedge Fund Activity: Q2 2019 in Review

95 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2019, worth a combined $549M — up 27% from $432M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VGLT positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $24.6M. The largest seller was HighTower Advisors, cutting an estimated $7.07M.

  • 95 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2019, up from 83 in Q1 2019.
  • Funds reported $549M of Vanguard Long-Term Treasury ETF stock for Q2 2019, up 27% quarter-over-quarter.
  • 24 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2019 and 10 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2019 was Wells Fargo, an estimated $24.6M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2019 was HighTower Advisors, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2019.