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Vanguard Long-Term Treasury ETF

177 hedge funds and large institutions have $2.78B invested in Vanguard Long-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $1.38M

56% more capital invested

Capital invested by funds: $1.78B → $2.78B (+$998M)

14% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 58

3.07% more ownership

Funds ownership: 60.68%63.75% (+3.1%)

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

1% less funds holding

Funds holding: 179177 (-2)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
35
Increased
66
Reduced
58
Closed
34
Calls
$3.73M
Puts
$1.38M
Net Calls
+$2.36M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$1.16M +$518K +6,198 +75%
LWAM
77
Legacy Wealth Asset Management
Minnesota
$1.02M +$51.8K +620 +5%
Creative Planning
78
Creative Planning
Kansas
$994K -$17.9K -214 -2%
OFG
79
Orcam Financial Group
California
$987K +$387K +4,625 +60%
NA
80
Nottingham Advisors
New York
$961K -$217K -2,591 -17%
OC
81
Oppenheimer & Co
New York
$948K +$986K +11,791 New
FLA
82
Financial Life Advisors
Texas
$936K -$888K -10,625 -48%
AWS
83
AJ Wealth Strategies
New York
$907K +$943K +11,286 New
AF
84
Allworth Financial
California
$849K +$701K +8,392 +386%
Deutsche Bank
85
Deutsche Bank
Germany
$802K
RJFSA
86
Raymond James Financial Services Advisors
Florida
$790K -$2.73M -32,698 -77%
Wealthfront Advisers
87
Wealthfront Advisers
California
$789K +$156K +1,867 +24%
Stifel Financial
88
Stifel Financial
Missouri
$746K +$3.93K +47 +0.5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$745K +$352K +4,217 +84%
IA
90
IndexIQ Advisors
New York
$737K +$766K +9,165 New
RA
91
RFG Advisory
Alabama
$734K -$27.7K -331 -3%
HI
92
Human Investing
Oregon
$707K +$735K +8,791 New
Betterment LLC
93
Betterment LLC
New York
$684K -$65.2K -780 -8%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$630K
CHAM
95
Clear Harbor Asset Management
Connecticut
$630K +$5.85K +70 +0.9%
EAM
96
Empirical Asset Management
Massachusetts
$613K +$126K +1,504 +25%
SG Americas Securities
97
SG Americas Securities
New York
$581K -$4.46M -53,335 -88%
HAIM
98
Hunter Associates Investment Management
Pennsylvania
$554K +$46.6K +557 +9%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$545K -$74.1K -886 -12%
AF
100
Affiance Financial
Minnesota
$543K

VGLT Hedge Fund Activity: Q1 2022 in Review

177 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2022, worth a combined $2.78B — up 56% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VGLT positions and 34 closed out — a net gain of 1 holder — while 66 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $820M. The largest seller was LPL Financial, cutting an estimated $60.6M.

  • 177 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2022, down from 179 in Q4 2021.
  • Funds reported $2.78B of Vanguard Long-Term Treasury ETF stock for Q1 2022, up 56% quarter-over-quarter.
  • 35 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2022 and 34 closed out, a net change of +1 holder.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $820M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2022 was LPL Financial, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2022.