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Vanguard Long-Term Treasury ETF

409 hedge funds and large institutions have $10.7B invested in Vanguard Long-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 119

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more capital invested

Capital invested by funds: $9.51B → $10.7B (+$1.18B)

11% more funds holding

Funds holding: 368409 (+41)

2.36% less ownership

Funds ownership: 74.3%71.94% (-2.4%)

45% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $34.4M

Holders
409
Holders Change
+41
Holders Change %
+11.14%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
83
Increased
165
Reduced
119
Closed
36
Calls
$18.9M
Puts
$34.4M
Net Calls
-$15.5M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
101
Forum Financial Management
Illinois
$6.53M -$287K -4,750 -4%
HighTower Advisors
102
HighTower Advisors
Illinois
$6.13M +$2.57M +42,507 +74%
MWAM
103
Manhattan West Asset Management
California
$6.12M -$1.92M -31,827 -24%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$6.07M +$564K +9,329 +10%
ACA
105
Ackerman Capital Advisors
Texas
$6.02M +$5.91M +97,849 New
FNT
106
First National Trust
Pennsylvania
$5.99M +$761K +12,592 +15%
WIA
107
World Investment Advisors
California
$5.91M +$354K +5,859 +6%
LGA
108
Lebenthal Global Advisors
New York
$5.85M +$9.91K +164 +0.2%
Nomura Asset Management
109
Nomura Asset Management
Japan
$5.67M +$109K +1,800 +2%
PWM
110
Palumbo Wealth Management
New York
$5.54M -$214K -3,542 -4%
SW
111
SMART Wealth
Nebraska
$5.52M +$487K +8,056 +10%
BEI
112
Benjamin Edwards Inc
Missouri
$5.51M +$5.41M +89,597 New
RI
113
Rinkey Investments
California
$5.49M +$5.39M +89,256 New
BTI
114
Blue Trust Inc
Georgia
$5.38M +$3.01M +49,890 +115%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$5.36M -$91.4K -1,513 -2%
BIP
116
Blue Investment Partners
California
$4.87M +$167K +2,771 +4%
SIA
117
SeaBridge Investment Advisors
New Jersey
$4.75M +$22.2K +368 +0.5%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$4.68M -$45K -744 -1%
OIA
119
OneDigital Investment Advisors
Kansas
$4.59M -$23.1K -382 -0.5%
KP
120
Kitching Partners
Pennsylvania
$4.45M +$966K +15,995 +28%
SC
121
Sinecera Capital
Texas
$4.44M
HWAM
122
Hennion & Walsh Asset Management
New Jersey
$4.39M +$1.15M +18,995 +36%
TC
123
Truvestments Capital
Florida
$4.34M +$630K +10,426 +17%
CB
124
Commerce Bank
Missouri
$4.31M -$155K -2,570 -4%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$4.22M +$1.85M +30,561 +80%

VGLT Hedge Fund Activity: Q3 2024 in Review

409 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2024, worth a combined $10.7B — up 12% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGLT positions and 36 closed out — a net gain of 47 holders — while 165 added to existing stakes and 119 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was VOYA Investment Management, cutting an estimated $136M.

  • 409 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $10.7B of Vanguard Long-Term Treasury ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 83 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2024 and 36 closed out, a net change of +47 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2024 was Ameriprise, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2024 was VOYA Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2024.