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Vanguard Long-Term Treasury ETF

204 hedge funds and large institutions have $2.26B invested in Vanguard Long-Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

27% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $3.1M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

11% more funds holding

Funds holding: 184204 (+20)

1.13% less ownership

Funds ownership: 66.77%65.64% (-1.1%)

13% less capital invested

Capital invested by funds: $2.6B → $2.26B (-$337M)

Holders
204
Holders Change
+20
Holders Change %
+10.87%
% of All Funds
3.51%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
47
Increased
68
Reduced
58
Closed
26
Calls
$3.93M
Puts
$3.1M
Net Calls
+$837K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$1.43M +$910K +13,208 +138%
Fisher Asset Management
77
Fisher Asset Management
Washington
$1.39M +$1.15M +16,649 +303%
PPW
78
Pasadena Private Wealth
California
$1.38M +$1.51M +21,972 New
OMC
79
Old Mission Capital
Illinois
$1.38M +$1.17M +17,034 +348%
RIA
80
Regal Investment Advisors
Michigan
$1.35M +$1.48M +21,425 New
OFG
81
Orcam Financial Group
California
$1.22M +$189K +2,737 +17%
FLA
82
Financial Life Advisors
Texas
$1.2M -$77.9K -1,130 -6%
AA
83
ALPS Advisors
Colorado
$1.12M -$20K -290 -2%
WJA
84
Willis Johnson & Associates
Texas
$1.03M +$379K +5,495 +50%
HWAM
85
Hennion & Walsh Asset Management
New Jersey
$1.03M -$23.8K -345 -2%
BAM
86
Belpointe Asset Management
Nevada
$1.03M -$9.51K -138 -0.8%
PA
87
PFG Advisors
Arizona
$1.01M +$658K +9,542 +146%
OFS
88
OneAscent Financial Services
Alabama
$997K +$819K +11,882 +300%
BWG
89
Beta Wealth Group
California
$984K -$128K -1,858 -11%
CB
90
Commerce Bank
Missouri
$966K +$1.06M +15,345 New
PWM
91
Perigon Wealth Management
California
$943K +$1.03M +14,989 New
KAS
92
Kestra Advisory Services
Texas
$907K +$644K +9,345 +184%
Betterment LLC
93
Betterment LLC
New York
$888K
RJA
94
Raymond James & Associates
Florida
$881K +$35.3K +512 +4%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$863K -$31.3K -454 -3%
NA
96
Nottingham Advisors
New York
$849K +$31.7K +460 +4%
LWAM
97
Legacy Wealth Asset Management
Minnesota
$791K -$8.27K -120 -0.9%
RF
98
RHS Financial
California
$784K -$791K -11,472 -48%
SW
99
Simplicity Wealth
New Jersey
$750K +$821K +11,915 New
IMA
100
Investment Management Associates
Colorado
$743K +$814K +11,810 New

VGLT Hedge Fund Activity: Q3 2022 in Review

204 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2022, worth a combined $2.26B — down 13% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VGLT positions and 26 closed out — a net gain of 21 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Ameriprise, adding an estimated $186M. The largest seller was JP Morgan Chase, cutting an estimated $487M.

  • 204 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2022, up from 184 in Q2 2022.
  • Funds reported $2.26B of Vanguard Long-Term Treasury ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 47 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2022 and 26 closed out, a net change of +21 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2022 was Ameriprise, an estimated $186M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2022 was JP Morgan Chase, an estimated $487M sold.

Based on aggregated 13F filings for Q3 2022.