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Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
Bell Investment Advisors
California
$8.01M +$160K +2,829 +2%
EF
77
Empowered Funds
Pennsylvania
$7.97M +$2.97M +52,518 +68%
SIA
78
SeaBridge Investment Advisors
New Jersey
$7.77M +$2.69M +47,659 +61%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$7.73M +$644K +11,402 +10%
CIA
80
Concurrent Investment Advisors
Florida
$7.73M +$7.1M +125,642 New
FIA
81
Foundations Investment Advisors
Arizona
$7.47M -$1.38M -24,375 -17%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$7.19M -$1.17M -20,752 -15%
GG
83
GenWealth Group
New Jersey
$7.17M -$4.27M -75,565 -39%
WW
84
Westshore Wealth
California
$6.7M +$6.15M +108,851 New
MWAM
85
Manhattan West Asset Management
California
$6.38M +$180K +3,177 +3%
GRP
86
Global Retirement Partners
California
$6.36M +$6.05M +107,083 +68,643%
CAM
87
Cresset Asset Management
Illinois
$6.06M +$1.89M +33,519 +52%
MW
88
Marcum Wealth
Ohio
$6.02M +$1.21M +21,414 +28%
IMA
89
Investment Management Associates
Colorado
$5.99M +$5.5M +97,421 New
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$5.93M +$730K +12,923 +15%
PWM
91
Palumbo Wealth Management
New York
$5.93M +$4.85M +85,822 +816%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$5.63M +$4.6M +81,341 +796%
MIM
93
Morningstar Investment Management
Illinois
$5.54M -$733K -12,980 -13%
TWD
94
True Wealth Design
Ohio
$5.49M +$728K +12,888 +17%
PWM
95
Pinnacle Wealth Management
California
$5.49M +$534K +9,460 +12%
PWM
96
Power Wealth Management
Georgia
$5.45M +$5M +88,575 New
AWE
97
Avidian Wealth Enterprises
Texas
$5.31M -$393K -6,955 -7%
GS
98
GTS Securities
New York
$5.31M +$4.87M +86,257 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$5.12M +$432K +7,652 +10%
SFS
100
Starfox Financial Services
Texas
$5.1M +$4.23M +74,803 +924%

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.