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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $7.39M | Put options by funds: $6M

14% more capital invested

Capital invested by funds: $2.73B → $3.12B (+$394M)

7% more funds holding

Funds holding: 236252 (+16)

1.78% more ownership

Funds ownership: 62.02%63.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
76
Horizon Financial Services
North Carolina
$2.75M -$125K -1,944 -4%
Lido Advisors
77
Lido Advisors
California
$2.63M +$194K +3,015 +8%
M1FG
78
Mach-1 Financial Group
Arkansas
$2.62M +$2.58K +40 New
SWA
79
Stratos Wealth Advisors
Ohio
$2.55M +$67.4K +1,045 +3%
CPW
80
Catalyst Private Wealth
California
$2.53M +$118K +1,833 +5%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$2.38M +$466K +7,229 +25%
Prudential Financial
82
Prudential Financial
New Jersey
$2.23M +$138K +2,144 +7%
SIA
83
SeaBridge Investment Advisors
New Jersey
$2.21M -$1.74K -27 -0.1%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$2.2M -$2.36M -36,651 -52%
SW
85
Simplicity Wealth
New Jersey
$2.08M +$487K +7,548 +31%
MCCP
86
Mission Creek Capital Partners
California
$2.04M +$97.3K +1,508 +5%
MW
87
Marcum Wealth
Ohio
$1.96M +$885K +13,717 +85%
CIM
88
Cambria Investment Management
California
$1.94M +$201K +3,124 +12%
ASN
89
Advisory Services Network
Georgia
$1.93M +$699K +10,832 +58%
IWC
90
Integrated Wealth Concepts
Massachusetts
$1.91M +$334K +5,186 +22%
Betterment LLC
91
Betterment LLC
New York
$1.87M +$110K +1,713 +6%
NFG
92
Northeast Financial Group
Pennsylvania
$1.79M -$10.2K -158 -0.6%
SIA
93
SkyView Investment Advisors
New Jersey
$1.77M +$1.74M +27,000 New
RL
94
Retireful LLC
Michigan
$1.67M +$1.65M +25,514 New
Citadel Advisors
95
Citadel Advisors
Florida
$1.67M +$876K +13,578 +114%
BTI
96
Blue Trust Inc
Georgia
$1.63M +$1.7M +26,419 New
VCM
97
Versant Capital Management
Arizona
$1.62M +$13.9K +215 +0.9%
P
98
Pitcairn
Pennsylvania
$1.57M +$431K +6,687 +39%
SC
99
Sinecera Capital
Texas
$1.51M +$32.4K +503 +2%
MA
100
Mutual Advisors
Nebraska
$1.46M +$652K +10,102 +83%

VGLT Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2023, worth a combined $3.12B — up 14% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGLT positions and 37 closed out — a net gain of 22 holders — while 114 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $147M. The largest seller was Bank of America, cutting an estimated $163M.

  • 252 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $3.12B of Vanguard Long-Term Treasury ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 59 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.