Vanguard Long-Term Treasury ETF
VGLT
118 hedge funds and large institutions have $949M invested in Vanguard Long-Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.
131% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 16
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
18% more funds holding
Funds holding: 100 → 118 (+18)
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
8% more capital invested
Capital invested by funds: $880M → $949M (+$69.2M)
10.27% less ownership
Funds ownership: 57% → 46.73% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$29.8M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$24.5M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$17.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$129M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$36.1M |
| 3 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
-$24.3M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.93M |
| 5 |
SFS
Searcy Financial Services
Overland Park,
Kansas
|
-$7.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
126
Schoolcraft Capital
Boulder,
Colorado
| – | -$285K | -3,424 | Closed |
|
|
I2I
127
Insight 2811 Inc
Chicago,
Illinois
| – | -$223K | -2,673 | Closed |
|
|
V
128
Veritable
Wilmington,
Delaware
| – | -$208K | -2,500 | Closed |
|
129
Rockefeller Capital Management
New York
| – | -$125K | -1,505 | Closed |
|
|
PB
130
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$106K | -1,275 | Closed |
|
|
IFA
131
Interactive Financial Advisors
New Lenox,
Illinois
| – | -$70K | -837 | Closed |
|
|
AP
132
Americana Partners
Houston,
Texas
| – | -$15K | -192 | Closed |
|
|
MG
133
MilWealth Group
Milwaukee,
Wisconsin
| – | -$15.1K | -181 | Closed |
|
|
RIA
134
Realta Investment Advisors
Wilmington,
Delaware
| – | -$12K | -132 | Closed |
|
VGLT Hedge Fund Activity: Q1 2020 in Review
118 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2020, worth a combined $949M — up 7.9% from $880M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new VGLT positions and 16 closed out — a net gain of 21 holders — while 34 added to existing stakes and 30 trimmed.
The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $29.8M. The largest seller was HSBC Holdings, cutting an estimated $129M.
- 118 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2020, up from 100 in Q4 2019.
- Funds reported $949M of Vanguard Long-Term Treasury ETF stock for Q1 2020, up 7.9% quarter-over-quarter.
- 37 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2020 and 16 closed out, a net change of +21 holders.
- The largest Vanguard Long-Term Treasury ETF buyer in Q1 2020 was Federation des caisses Desjardins du Quebec, an estimated $29.8M added.
- The largest Vanguard Long-Term Treasury ETF seller in Q1 2020 was HSBC Holdings, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2020.