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Vanguard Long-Term Treasury ETF

362 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, 169 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $6.42M

78% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 95

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

9% more capital invested

Capital invested by funds: $8.4B → $9.13B (+$730M)

3% more funds holding

Funds holding: 352362 (+10)

3.46% less ownership

Funds ownership: 78.32%74.87% (-3.5%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.21%
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
169
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Crestone Asset Management
Colorado
$7.82M -$2.26M -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 +$5.43M +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 +$200K +3,389 +3%
CIA
81
Concurrent Investment Advisors
Florida
$7.18M -$267K -4,516 -4%
GRP
82
Global Retirement Partners
California
$7.04M +$690K +11,659 +11%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$7.03M -$6.34M -107,107 -47%
GG
84
GenWealth Group
New Jersey
$6.99M +$85.5K +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 +$1.46M +24,619 +30%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$5.78M +$73.7K +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 -$135K -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 +$97K +1,640 +2%
MIM
97
Morningstar Investment Management
Illinois
$5.34M
WFA
98
Websterrogers Financial Advisors
South Carolina
$5.29M +$5.28M +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 +$80.7K +1,365 +2%

VGLT Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2024, worth a combined $9.13B — up 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 51 closed out — a net gain of 15 holders — while 169 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $550M.

  • 362 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2024, up from 352 in Q4 2023.
  • Funds reported $9.13B of Vanguard Long-Term Treasury ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2024 and 51 closed out, a net change of +15 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $1.72B added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2024.