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Vanguard Long-Term Treasury ETF
VGLT

179 hedge funds and large institutions have $1.78B invested in Vanguard Long-Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 39

97% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $1.34M

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

57% more capital invested

Capital invested by funds: $1.14B → $1.78B (+$644M)

11.6% more ownership

Funds ownership: 49.08% → 60.68% (+12%)

10% more funds holding

Funds holding: 163 → 179 (+16)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
179
Holders Change
+16
Holders Change %
+9.82%
% of All Funds
2.75%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
44
Increased
77
Reduced
39
Closed
25
Calls
$2.64M
Puts
$1.34M
Net Calls
+$1.3M
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
+$199M
2
QCM
Quadratic Capital Management
Connecticut
+$91M
3
MG
Mather Group
Illinois
+$17.8M
4
Morgan Stanley
Morgan Stanley
New York
+$17.3M
5
Goldman Sachs
Goldman Sachs
New York
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$21.1M
2
JF
Jump Financial
Illinois
-$7.34M
3
MIM
Morningstar Investment Management
Illinois
-$5.91M
4
AssetMark Inc
AssetMark Inc
California
-$3.36M
5
BlackRock
BlackRock
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
126
NWAM LLC
Washington
$243K – – –
ZF
127
Zhang Financial
Michigan
$242K – – –
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$241K +$187K +2,094 +349%
PFG
129
Peterson Financial Group
Iowa
$229K +$228K +2,558 New
WCWM
130
Wooster Corthell Wealth Management
Connecticut
$228K +$446 +5 +0.2%
SL
131
SWMG LLC
Texas
$224K +$224K +2,510 New
LFA
132
Laraway Financial Advisors
Minnesota
$223K +$223K +2,500 New
LNC
133
Lincoln National Corp
Pennsylvania
$215K +$214K +2,403 New
SAM
134
Stone Asset Management
Texas
$214K +$213K +2,395 New
W
135
Wealthsimple
Ontario, Canada
$207K +$206K +2,310 New
FT
136
Fiduciary Trust
Massachusetts
$205K – – –
AF
137
Allworth Financial
California
$194K +$123K +1,383 +175%
AWM
138
Aspire Wealth Management
Massachusetts
$191K +$190K +2,133 New
IA
139
IFP Advisors
Florida
$166K +$160K +1,799 +16,355%
TAIM
140
TD Ameritrade Investment Management
Nebraska
$161K +$1.6K +18 +1%
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$154K -$7.4K -83 -5%
CA
142
CoreCap Advisors
Michigan
$143K +$142K +1,597 New
LAS
143
Lloyd Advisory Services
Georgia
$142K +$1.43K +16 +1%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$140K -$7.04K -79 -5%
SIS
145
Sound Income Strategies
Florida
$135K -$8.46K -95 -6%
TCWA
146
Ten Capital Wealth Advisors
Washington
$104K -$19.9K -223 -16%
CF
147
Centaurus Financial
California
$103K +$103K +1,151 New
NFSG
148
Newbridge Financial Services Group
Florida
$93K +$356 +4 +0.4%
IFA
149
Interactive Financial Advisors
Illinois
$92K +$25.3K +284 +38%
CFGS
150
Concourse Financial Group Securities
Alabama
$82K +$6.24K +70 +8%
4 5
6
7 8

VGLT Hedge Fund Activity: Q4 2021 in Review

179 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2021, worth a combined $1.78B — up 57% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VGLT positions and 25 closed out — a net gain of 19 holders — while 77 added to existing stakes and 39 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $199M. The largest seller was Ameriprise, cutting an estimated $21.1M.

  • 179 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2021, up from 163 in Q3 2021.
  • Funds reported $1.78B of Vanguard Long-Term Treasury ETF stock for Q4 2021, up 57% quarter-over-quarter.
  • 44 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2021 and 25 closed out, a net change of +19 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2021 was Nan Shan Life Insurance, an estimated $199M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2021 was Ameriprise, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2021.