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Vanguard Long-Term Treasury ETF

141 hedge funds and large institutions have $1.24B invested in Vanguard Long-Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

107% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 28

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

19% more funds holding

Funds holding: 118141 (+23)

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$86.4M)

2.06% less ownership

Funds ownership: 54.27%52.21% (-2.1%)

Holders
141
Holders Change
+23
Holders Change %
+19.49%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
41
Increased
58
Reduced
28
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$414K +$420K +4,155 New
SAM
77
Secure Asset Management
Michigan
$385K -$2.02K -20 -0.5%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$378K +$102K +1,008 +36%
OAM
79
Oppenheimer Asset Management
New York
$364K +$369K +3,650 New
BFA
80
Bluestem Financial Advisors
Illinois
$363K
CP
81
Camelot Portfolios
Ohio
$359K +$365K +3,605 New
IWM
82
IHT Wealth Management
Illinois
$357K +$363K +3,585 New
RCAG
83
Rehmann Capital Advisory Group
Michigan
$353K +$65.7K +650 +22%
SW
84
SkyOak Wealth
Michigan
$353K +$18K +178 +5%
ANTB
85
AMG National Trust Bank
Colorado
$328K
SWA
86
Stratos Wealth Advisors
Ohio
$324K +$329K +3,250 New
APA
87
American Portfolios Advisors
New York
$307K -$138K -1,365 -31%
OWP
88
Obermeyer Wealth Partners
Colorado
$299K
RA
89
RFG Advisory
Alabama
$298K +$302K +2,986 New
NFG
90
Next Financial Group
Texas
$287K +$291K +2,877 New
GVAG
91
Great Valley Advisor Group
Delaware
$284K +$288K +2,852 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$265K +$49.4K +488 +23%
ZF
93
Zhang Financial
Michigan
$258K +$267K +2,640 New
GP
94
Greenline Partners
New York
$253K -$251K -2,477 -99%
HCM
95
Hilton Capital Management
New York
$249K +$253K +2,500 New
WCFA
96
Walkner Condon Financial Advisors
Wisconsin
$244K +$247K +2,445 New
Betterment LLC
97
Betterment LLC
New York
$233K
VPIM
98
Vanguard Personalized Indexing Management
California
$233K +$236K +2,334 New
FT
99
Fiduciary Trust
Massachusetts
$229K +$15.7K +155 +7%
CAMG
100
CWA Asset Management Group
Florida
$224K +$228K +2,251 New

VGLT Hedge Fund Activity: Q3 2020 in Review

141 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2020, worth a combined $1.24B — up 7.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGLT positions and 16 closed out — a net gain of 25 holders — while 58 added to existing stakes and 28 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $65.2M. The largest seller was HSBC Holdings, exiting entirely with an estimated $235M sold.

  • 141 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2020, up from 118 in Q2 2020.
  • Funds reported $1.24B of Vanguard Long-Term Treasury ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
  • 41 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2020 and 16 closed out, a net change of +25 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2020 was Tidal Investments, an estimated $65.2M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2020 was HSBC Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2020.