VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

361 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 95 reducing their positions, and 51 closing their positions.

Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.23%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
168
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B
2
NL
2
NEPC LLC
Massachusetts
$239M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$330M
4
RCF
4
Rainwater Charitable Foundation
Texas
$68.1M
5
JPG
5
Jordan Park Group
California
$143M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$446M
2
Ameriprise
2
Ameriprise
Minnesota
$633M
3
Bank of America
3
Bank of America
North Carolina
$1.15B
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Crestone Asset Management
Colorado
$7.82M -$2.27M -38,254 -22%
BIA
77
Bell Investment Advisors
California
$7.65M -$55.7K -941 -0.7%
LCC
78
Lincoln Capital Corp
Rhode Island
$7.59M +$5.44M +91,818 +253%
KeyBank National Association
79
KeyBank National Association
Ohio
$7.58M -$257K -4,346 -3%
FIA
80
Foundations Investment Advisors
Arizona
$7.42M +$201K +3,389 +3%
CIA
81
Concurrent Investment Advisors
Florida
$7.18M -$268K -4,516 -4%
GRP
82
Global Retirement Partners
California
$7.04M +$691K +11,659 +11%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$7.03M -$6.35M -107,107 -47%
GG
84
GenWealth Group
New Jersey
$6.99M +$85.6K +1,445 +1%
MW
85
Marcum Wealth
Ohio
$6.95M +$1.15M +19,472 +20%
WW
86
Westshore Wealth
California
$6.86M +$407K +6,876 +6%
Betterment LLC
87
Betterment LLC
New York
$6.03M +$1.6M +27,063 +36%
SFS
88
Starfox Financial Services
Texas
$6.01M +$1.38M +24,619 +30%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$5.78M +$73.8K +1,246 +1%
IMA
90
Investment Management Associates
Colorado
$5.77M – – –
PWM
91
Power Wealth Management
Georgia
$5.73M +$486K +8,210 +9%
LGA
92
Lebenthal Global Advisors
New York
$5.61M +$1.36M +22,996 +32%
PWM
93
Palumbo Wealth Management
New York
$5.57M -$136K -2,288 -2%
SW
94
SMART Wealth
Nebraska
$5.48M +$5.48M +92,564 New
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$5.41M -$15K -254 -0.3%
TWD
96
True Wealth Design
Ohio
$5.39M +$97.2K +1,640 +2%
MIM
97
Morningstar Investment Management
Illinois
$5.34M – – –
WFA
98
Websterrogers Financial Advisors
South Carolina
$5.29M +$5.29M +89,284 New
PWM
99
Pinnacle Wealth Management
California
$5.26M -$31.4K -530 -0.6%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$5.01M +$80.9K +1,365 +2%
2 3
4
5 6