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Vanguard Long-Term Treasury ETF

100 hedge funds and large institutions have $880M invested in Vanguard Long-Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $533M → $880M (+$347M)

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

13.67% more ownership

Funds ownership: 43.32%57% (+14%)

1% more funds holding

Funds holding: 99100 (+1)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
24
Increased
37
Reduced
27
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$97K -$1.37K -16 -1%
IFA
77
Interactive Financial Advisors
Illinois
$70K +$3.67K +43 +5%
Citigroup
78
Citigroup
New York
$70K +$25.6K +300 +55%
DSC
79
Duncker Streett & Co
Missouri
$70K +$71.8K +841 New
CFGS
80
Concourse Financial Group Securities
Alabama
$50K +$25.6K +300 +100%
JP Morgan Chase
81
JP Morgan Chase
New York
$43K +$256 +3 +0.6%
PA
82
Parallel Advisors
California
$43K +$3.76K +44 +9%
CIAS
83
Capital Investment Advisory Services
North Carolina
$42K +$42.7K +500 New
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.2K +$42.3K +495 New
WCM
85
Wealthcare Capital Management
Virginia
$39K
TRCT
86
Tower Research Capital (TRC)
New York
$23K +$24.1K +282 New
MG
87
MilWealth Group
Wisconsin
$15.1K +$15.5K +181 New
AP
88
Americana Partners
Texas
$15K +$16.4K +192 New
EIP
89
Ellis Investment Partners
Pennsylvania
$13K +$171 +2 +1%
RIA
90
Realta Investment Advisors
Delaware
$12K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$11K +$11K +129 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$10K -$2.42M -28,398 -100%
GEA
93
Glen Eagle Advisors
New Jersey
$8.33K
GI
94
Gradient Investments
Minnesota
$6K +$5.72K +67 New
APC
95
Aspire Private Capital
North Carolina
$4K
GRP
96
Global Retirement Partners
California
$4K
WP
97
WealthShield Partners
North Carolina
$3K
BlackRock
98
BlackRock
New York
$2K
MD
99
Money Design
Japan
$1K +$512 +6 New
RAM
100
Riggs Asset Management
Pennsylvania
$1K +$683 +8 New

VGLT Hedge Fund Activity: Q4 2019 in Review

100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2019, worth a combined $880M — up 65% from $533M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VGLT positions and 23 closed out — a net gain of 1 holder — while 37 added to existing stakes and 27 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $177M. The largest seller was Compagnie Lombard Odier SCmA, cutting an estimated $24.7M.

  • 100 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2019, up from 99 in Q3 2019.
  • Funds reported $880M of Vanguard Long-Term Treasury ETF stock for Q4 2019, up 65% quarter-over-quarter.
  • 24 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2019 and 23 closed out, a net change of +1 holder.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2019 was HSBC Holdings, an estimated $177M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2019 was Compagnie Lombard Odier SCmA, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2019.