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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $7.39M | Put options by funds: $6M

14% more capital invested

Capital invested by funds: $2.73B → $3.12B (+$394M)

7% more funds holding

Funds holding: 236252 (+16)

1.78% more ownership

Funds ownership: 62.02%63.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
101
Orcam Financial Group
California
$1.44M +$163K +2,528 +13%
WCWM
102
Wooster Corthell Wealth Management
Connecticut
$1.35M -$9.09K -141 -0.7%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$1.29M +$255K +3,953 +25%
TCWM
104
Total Clarity Wealth Management
Illinois
$1.24M +$1.22M +18,914 New
EWA
105
EP Wealth Advisors
California
$1.23M +$197K +3,047 +18%
ARC
106
Advisor Resource Council
Texas
$1.23M +$1.2M +18,581 New
Fisher Asset Management
107
Fisher Asset Management
Washington
$1.17M -$665K -10,310 -37%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$1.17M -$326K -5,052 -22%
MWAM
109
Manhattan West Asset Management
California
$1.15M +$102K +1,586 +10%
BWG
110
Beta Wealth Group
California
$1.14M +$45.1K +699 +4%
AAS
111
Avantax Advisory Services
Texas
$1.13M +$1.11M +17,259 New
AA
112
ALPS Advisors
Colorado
$1.12M -$99K -1,535 -8%
HWAM
113
Hennion & Walsh Asset Management
New Jersey
$1.12M +$13.7K +212 +1%
WJA
114
Willis Johnson & Associates
Texas
$1.1M +$3.16K +49 +0.3%
Northern Trust
115
Northern Trust
Illinois
$1.08M -$25.9K -402 -2%
PCA
116
Prosperity Capital Advisors
Ohio
$1.06M +$785K +12,173 +309%
CHAM
117
Clear Harbor Asset Management
Connecticut
$1.06M +$451K +7,000 +77%
BAM
118
Belpointe Asset Management
Nevada
$1.04M +$523K +8,115 +104%
FLA
119
Financial Life Advisors
Texas
$1.04M -$136K -2,104 -12%
XS
120
XR Securities
Illinois
$1.04M +$29.2K +452 +3%
JWCA
121
J.W. Cole Advisors
Florida
$1.03M +$1.01M +15,711 New
LWM
122
Liberty Wealth Management
California
$1M +$985K +15,267 New
BOSSRA
123
B.O.S.S. Retirement Advisors
Utah
$978K -$459K -7,119 -32%
PWM
124
Perigon Wealth Management
California
$978K -$566K -8,779 -37%
KPWS
125
Kestra Private Wealth Services
Texas
$963K +$948K +14,696 New

VGLT Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2023, worth a combined $3.12B — up 14% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGLT positions and 37 closed out — a net gain of 22 holders — while 114 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $147M. The largest seller was Bank of America, cutting an estimated $163M.

  • 252 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $3.12B of Vanguard Long-Term Treasury ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 59 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.