We are live on ! Find out more
VGLT icon

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
NA
126
Nottingham Advisors
New York
$960K +$68.7K +1,065 +8%
AWMNH
127
Arcadia Wealth Management (New Hampshire)
New Hampshire
$934K +$196K +3,033 +27%
BFG
128
Bleakley Financial Group
New Jersey
$923K -$67.7K -1,050 -7%
SS
129
Simplicity Solutions
Minnesota
$923K +$908K +14,082 New
LA
130
LexAurum Advisors
Kansas
$919K +$221K +3,427 +32%
WA
131
WBH Advisory
Maryland
$917K +$903K +13,995 New
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$916K +$14.3K +221 +2%
EAM
133
Empirical Asset Management
Massachusetts
$913K +$335K +5,196 +59%
WC
134
Whitney & Co
New York
$907K +$220K +3,404 +33%
PWM
135
Palumbo Wealth Management
New York
$895K +$3.1K +48 +0.4%
LWAM
136
Legacy Wealth Asset Management
Minnesota
$892K +$15.2K +235 +2%
EFS
137
Econ Financial Services
Pennsylvania
$879K +$866K +13,425 New
IWM
138
IHT Wealth Management
Illinois
$841K +$3.68K +57 +0.4%
CAN
139
Cetera Advisor Networks
California
$818K +$390K +6,052 +94%
Deutsche Bank
140
Deutsche Bank
Germany
$792K -$59.7K -925 -7%
JF
141
Jump Financial
Illinois
$791K +$778K +12,068 New
GAM
142
Gould Asset Management
California
$765K -$3.53M -54,690 -82%
CIBC World Market
143
CIBC World Market
Ontario, Canada
$752K -$15.7K -244 -2%
RF
144
RHS Financial
California
$745K +$66.3K +1,028 +10%
MSWMA
145
Market Street Wealth Management Advisors
Indiana
$741K +$185K +2,872 +34%
GWMIA
146
Global Wealth Management Investment Advisory
Florida
$665K -$12.4K -192 -2%
SAM
147
Stone Asset Management
Texas
$657K -$321K -4,972 -33%
AWA
148
Authentikos Wealth Advisory
California
$645K +$675K +10,472 New
HAIM
149
Hunter Associates Investment Management
Pennsylvania
$632K +$51.6K +800 +9%
Stifel Financial
150
Stifel Financial
Missouri
$628K -$1.77M -27,451 -74%

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.