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Vanguard Long-Term Treasury ETF
VGLT

132 hedge funds and large institutions have $1.2B invested in Vanguard Long-Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

4% less capital invested

Capital invested by funds: $1.24B → $1.2B (-$45.4M)

2.69% less ownership

Funds ownership: 52.21% → 49.52% (-2.7%)

6% less funds holding

Funds holding: 141 → 132 (-9)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

Holders
132
Holders Change
-9
Holders Change %
-6.38%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
26
Increased
66
Reduced
26
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$68.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$43.3M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$32.8M
4
LMIM
Lockheed Martin Investment Management
Maryland
+$21.3M
5
FMT
First Mercantile Trust
Tennessee
+$21.2M

Top Sellers

1
TI
Tidal Investments
Wisconsin
-$64.2M
2
UBS Group
UBS Group
Switzerland
-$54.9M
3
ETC
Exchange Traded Concepts
Oklahoma
-$32.7M
4
WI
WBI Investments
New Jersey
-$27.7M
5
RCS
Retirement Capital Strategies
California
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
101
Jacobi Capital Management
Pennsylvania
$170K +$22.5K +232 +15%
US Bancorp
102
US Bancorp
Minnesota
$149K +$13.3K +137 +10%
HI
103
Human Investing
Oregon
$135K +$131K +1,349 +2,248%
CFGS
104
Concourse Financial Group Securities
Alabama
$128K -$872 -9 -0.7%
IA
105
IFP Advisors
Florida
$127K – – –
LAS
106
Lloyd Advisory Services
Georgia
$122K -$678 -7 -0.5%
CF
107
Centaurus Financial
California
$117K +$4.36K +45 +4%
NFSG
108
Newbridge Financial Services Group
Florida
$113K -$194 -2 -0.2%
ACA
109
Atlas Capital Advisors
Wyoming
$85.3K +$86.2K +890 New
DSC
110
Duncker Streett & Co
Missouri
$76K -$5.52K -57 -7%
CAGAS
111
Capital Advisory Group Advisory Services
Minnesota
$51K +$7.75K +80 +18%
CIAS
112
Capital Investment Advisory Services
North Carolina
$48K -$29.1K -300 -38%
CIA
113
Choate Investment Advisors
Massachusetts
$41K – – –
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$34K +$34.8K +359 New
TCWA
115
Ten Capital Wealth Advisors
Washington
$32K +$32.3K +334 New
FCM
116
Firestone Capital Management
Florida
$24K – – –
TWM
117
Tradition Wealth Management
Minnesota
$23K +$23.6K +244 New
SFS
118
Sowell Financial Services
Arkansas
$22K +$22.5K +232 New
SBL
119
Sargent Bickham Lagudis
Colorado
$17K – – –
EIP
120
Ellis Investment Partners
Pennsylvania
$15K +$97 +1 +0.6%
SPIA
121
Steward Partners Investment Advisory
New York
$14K – – –
GWM
122
Geneos Wealth Management
Colorado
$12K +$14.7K +152 New
GI
123
Gradient Investments
Minnesota
$10K – – –
CFO
124
CVA Family Office
Colorado
$10K +$9.68K +100 New
SIAG
125
Safeguard Investment Advisory Group
California
$10K +$10.6K +109 New
3 4
5
6 7

VGLT Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2020, worth a combined $1.2B — down 3.7% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of VGLT and 26 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 66 added.

The largest buyer was Ameriprise, adding an estimated $68.3M. The largest seller was Tidal Investments, exiting entirely with an estimated $64.2M sold.

  • 132 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2020, down from 141 in Q3 2020.
  • Funds reported $1.2B of Vanguard Long-Term Treasury ETF stock for Q4 2020, down 3.7% quarter-over-quarter.
  • 26 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2020 and 34 closed out, a net change of -8 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2020 was Ameriprise, an estimated $68.3M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2020 was Tidal Investments, an estimated $64.2M sold.

Based on aggregated 13F filings for Q4 2020.