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Vanguard Long-Term Treasury ETF

177 hedge funds and large institutions have $2.78B invested in Vanguard Long-Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $1.38M

56% more capital invested

Capital invested by funds: $1.78B → $2.78B (+$998M)

14% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 58

3.07% more ownership

Funds ownership: 60.68%63.75% (+3.1%)

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

1% less funds holding

Funds holding: 179177 (-2)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
35
Increased
66
Reduced
58
Closed
34
Calls
$3.73M
Puts
$1.38M
Net Calls
+$2.36M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
101
KCS Wealth Advisory
California
$529K +$82.4K +986 +18%
AWS
102
Atria Wealth Solutions
New York
$514K +$534K +6,390 New
VCM
103
Violich Capital Management
California
$492K
SCA
104
Snowden Capital Advisors
New York
$475K -$58.3K -697 -11%
PA
105
PFG Advisors
Arizona
$456K +$114K +1,358 +31%
HCM
106
Hilton Capital Management
New York
$438K +$4.1K +49 +0.9%
IA
107
IFP Advisors
Florida
$432K +$331K +3,962 +219%
OPS
108
Orion Portfolio Solutions
Nebraska
$430K +$447K +5,353 New
FS
109
Ferguson Shapiro
Georgia
$422K -$13.3M -159,532 -97%
BCM
110
Brookstone Capital Management
Illinois
$407K +$454K +5,433 New
KAS
111
Kestra Advisory Services
Texas
$385K -$53.1K -635 -12%
Cerity Partners
112
Cerity Partners
New York
$379K -$109K -1,306 -22%
RPCA
113
Running Point Capital Advisors
California
$364K
KWM
114
Kingsview Wealth Management
Oregon
$352K -$1.19M -14,266 -77%
FAAM
115
First Ascent Asset Management
Colorado
$346K +$97K +1,161 +37%
US Bancorp
116
US Bancorp
Minnesota
$339K -$218K -2,606 -38%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$335K -$276K -3,306 -44%
AWM
118
Aspire Wealth Management
Massachusetts
$321K +$155K +1,854 +87%
CWM
119
Comprehensive Wealth Management
Washington
$319K +$332K +3,972 New
W
120
Wealthsimple
Ontario, Canada
$310K +$130K +1,550 +67%
JF
121
Jump Financial
Illinois
$306K +$319K +3,811 New
BTWM
122
Baker Tilly Wealth Management
Wisconsin
$296K +$308K +3,679 New
TC
123
TownSquare Capital
Utah
$296K +$308K +3,679 New
BFA
124
Bluestem Financial Advisors
Illinois
$293K
SS
125
Simplicity Solutions
Minnesota
$277K +$288K +3,440 New

VGLT Hedge Fund Activity: Q1 2022 in Review

177 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2022, worth a combined $2.78B — up 56% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VGLT positions and 34 closed out — a net gain of 1 holder — while 66 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $820M. The largest seller was LPL Financial, cutting an estimated $60.6M.

  • 177 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2022, down from 179 in Q4 2021.
  • Funds reported $2.78B of Vanguard Long-Term Treasury ETF stock for Q1 2022, up 56% quarter-over-quarter.
  • 35 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2022 and 34 closed out, a net change of +1 holder.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $820M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2022 was LPL Financial, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2022.