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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

285 hedge funds and large institutions have $4.02B invested in Vanguard Long-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 131 increasing their positions, 62 reducing their positions, and 30 closing their positions.

Holders
285
Holders Change
+33
Holders Change %
+13.1%
% of All Funds
4.5%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
65
Increased
131
Reduced
62
Closed
30
Calls
$6.25M
Puts
$13.6M
Net Calls
-$7.34M
Net Calls Change
-$8.73M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$221M
2
Charles Schwab
2
Charles Schwab
California
$170M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$108M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$69.4M
5
BPA
5
Beacon Pointe Advisors
California
$53.8M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$419K
2
SWG
2
Summit Wealth Group
Vermont
$566K
3
MIM
3
Morningstar Investment Management
Illinois
$22.3M
4
GIA
4
Gladstone Institutional Advisory
Florida
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
76
Empowered Funds
Pennsylvania
$4.72M +$584K +9,215 +14%
EST
77
EA Series Trust
Pennsylvania
$4.72M +$4.72M +74,533 New
TCWM
78
Total Clarity Wealth Management
Illinois
$4.31M +$3.11M +48,986 +259%
AWM
79
Avondale Wealth Management
Texas
$4.21M -$160K -2,519 -4%
GIS
80
Grayhawk Investment Strategies
Alberta, Canada
$4.18M +$540K +8,500 +15%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$4.1M +$262K +4,129 +7%
SPIA
82
Steward Partners Investment Advisory
New York
$4.08M -$501K -7,879 -11%
VC
83
Vicus Capital
Pennsylvania
$4.04M +$29.2K +460 +0.7%
IMA
84
Investment Management Associates
Colorado
$3.91M – – –
CCFM
85
Clear Creek Financial Management
Washington
$3.79M -$7.5K -118 -0.2%
OPOWM
86
One Plus One Wealth Management
Florida
$3.77M -$73.4K -1,155 -2%
ACM
87
Ashford Capital Management
Delaware
$3.62M +$501K +7,892 +16%
ODIJL
88
One Day In July LLC
Vermont
$3.45M +$71K +1,118 +2%
FNT
89
First National Trust
Pennsylvania
$3.37M +$199K +3,133 +6%
MWAM
90
Manhattan West Asset Management
California
$3.25M +$2.14M +33,692 +192%
NB
91
Nicolet Bankshares
Wisconsin
$3.24M +$3.24M +51,070 New
Betterment LLC
92
Betterment LLC
New York
$3.19M +$1.37M +21,609 +76%
FCT
93
Family Capital Trust
Massachusetts
$3.17M +$114K +1,801 +4%
NDSI
94
Newman Dignan & Sheerar Inc
Rhode Island
$3.11M +$3.11M +48,981 New
MW
95
Marcum Wealth
Ohio
$3.08M +$1.18M +18,561 +62%
JSL
96
JT Stratford LLC
Georgia
$2.98M +$2.98M +46,905 New
SPWG
97
Sage Private Wealth Group
Illinois
$2.97M +$251K +3,956 +9%
MA
98
Mutual Advisors
Nebraska
$2.82M +$1.41M +22,178 +100%
Stifel Financial
99
Stifel Financial
Missouri
$2.74M +$2.13M +33,537 +350%
HFS
100
Horizon Financial Services
North Carolina
$2.67M +$1.33K +21 +0%
2 3
4
5 6