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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.

New
Increased
Maintained
Reduced
Closed
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 %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$4.75M +$475K +8,013 +11%
FFA
102
Farther Finance Advisors
California
$4.65M +$4.56M +78,622 +5,319%
SIA
103
SeaBridge Investment Advisors
New Jersey
$4.58M -$2.89M -48,839 -39%
MWM
104
MY Wealth Management
Maryland
$4.22M +$4.22M +71,238 New
Baird Financial Group
105
Baird Financial Group
Wisconsin
$4.18M +$344K +5,801 +9%
FFM
106
Forum Financial Management
Illinois
$4.04M +$972K +16,410 +32%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$4.01M -$2.65M -46,698 -40%
FNT
108
First National Trust
Pennsylvania
$3.98M +$530K +8,942 +15%
FFWA
109
Forthright Family Wealth Advisory
Texas
$3.84M +$265K +4,479 +7%
CCFM
110
Clear Creek Financial Management
Washington
$3.65M +$51.3K +866 +1%
TC
111
Truvestments Capital
Florida
$3.61M -$12.4K -210 -0.3%
ALC
112
Alexander Labrunerie & Co
Missouri
$3.57M +$3.57M +60,243 New
ACM
113
Ashford Capital Management
Delaware
$3.53M +$718K +12,118 +25%
SPIA
114
Steward Partners Investment Advisory
New York
$3.52M -$255K -4,298 -7%
HighTower Advisors
115
HighTower Advisors
Illinois
$3.41M -$1.27M -21,388 -27%
CPW
116
Catalyst Private Wealth
California
$3.33M -$95.2K -1,607 -3%
AFG
117
Atomi Financial Group
New York
$3.31M +$3.31M +55,819 New
LWM
118
Liberty Wealth Management
California
$3.3M +$3.28M +56,360 +19,986%
Lazard Asset Management
119
Lazard Asset Management
New York
$3.25M -$2.74M – –
KP
120
Kitching Partners
Pennsylvania
$3.23M +$16.5K +279 +0.5%
CAM
121
Cobblestone Asset Management
Virginia
$3.21M -$641K -10,812 -17%
TCM
122
Towneley Capital Management
California
$3.2M +$50.1K +845 +2%
SPWG
123
Sage Private Wealth Group
Illinois
$3.17M +$196K +3,308 +7%
Stifel Financial
124
Stifel Financial
Missouri
$3.16M -$131K -2,214 -4%
GWA
125
GGM Wealth Advisors
Maryland
$3.15M -$6M -103,714 -66%
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5
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