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Vanguard Long-Term Treasury ETF
VGLT

286 hedge funds and large institutions have $4.02B invested in Vanguard Long-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

111% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 62

40% more funds holding in top 10

Funds holding in top 10: 15 → 21 (+6)

29% more capital invested

Capital invested by funds: $3.12B → $4.02B (+$902M)

13% more funds holding

Funds holding: 252 → 286 (+34)

2.9% more ownership

Funds ownership: 63.81% → 66.71% (+2.9%)

54% less call options, than puts

Call options by funds: $6.25M | Put options by funds: $13.6M

Holders
286
Holders Change
+34
Holders Change %
+13.49%
% of All Funds
4.49%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
66
Increased
131
Reduced
62
Closed
30
Calls
$6.25M
Puts
$13.6M
Net Calls
-$7.34M
Net Calls Change
-$8.73M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$199M
2
Charles Schwab
Charles Schwab
California
+$172M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$109M
4
ETC
Exchange Traded Concepts
Oklahoma
+$69.8M
5
BPA
Beacon Pointe Advisors
California
+$54.3M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$48.6M
2
SWG
Summit Wealth Group
Vermont
-$23.1M
3
MIM
Morningstar Investment Management
Illinois
-$22.5M
4
GIA
Gladstone Institutional Advisory
Florida
-$14.2M
5
QCM
Quadratic Capital Management
Connecticut
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
126
Cetera Advisor Networks
California
$1.23M +$438K +6,826 +55%
AWS
127
AJ Wealth Strategies
New York
$1.23M +$1.24M +19,283 New
OFG
128
Orcam Financial Group
California
$1.21M -$188K -2,935 -13%
HWAM
129
Hennion & Walsh Asset Management
New Jersey
$1.2M +$111K +1,729 +10%
WC
130
Whitney & Co
New York
$1.18M +$304K +4,748 +34%
FIM
131
Freedom Investment Management
Connecticut
$1.16M +$1.17M +18,274 New
BWG
132
Beta Wealth Group
California
$1.16M +$52.1K +812 +5%
PCA
133
Prosperity Capital Advisors
Ohio
$1.14M +$119K +1,859 +12%
AAS
134
Avantax Advisory Services
Texas
$1.14M +$44.4K +692 +4%
AA
135
ALPS Advisors
Colorado
$1.14M +$49.7K +775 +5%
Northern Trust
136
Northern Trust
Illinois
$1.12M +$75.5K +1,177 +7%
CF
137
Clarity Financial
Texas
$1.1M +$1.11M +17,251 New
BOSSRA
138
B.O.S.S. Retirement Advisors
Utah
$1.09M +$143K +2,226 +15%
Fisher Asset Management
139
Fisher Asset Management
Washington
$1.09M -$46.6K -726 -4%
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$992K +$277K +4,312 +38%
LWM
141
Liberty Wealth Management
California
$977K -$13.8K -215 -1%
WA
142
WBH Advisory
Maryland
$944K +$55.5K +866 +6%
KPWS
143
Kestra Private Wealth Services
Texas
$936K +$2.12K +33 +0.2%
EAM
144
Empirical Asset Management
Massachusetts
$926K +$40.7K +634 +5%
NA
145
Nottingham Advisors
New York
$904K -$27.6K -431 -3%
VAM
146
Verity Asset Management
North Carolina
$902K +$910K +14,197 New
WJA
147
Willis Johnson & Associates
Texas
$879K -$188K -2,926 -17%
EFS
148
Econ Financial Services
Pennsylvania
$870K +$17.3K +270 +2%
PWM
149
Palumbo Wealth Management
New York
$852K -$16.2K -252 -2%
LA
150
LexAurum Advisors
Kansas
$846K -$46.4K -723 -5%
4 5
6
7 8

VGLT Hedge Fund Activity: Q2 2023 in Review

286 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2023, worth a combined $4.02B — up 29% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 30 closed out — a net gain of 36 holders — while 131 added to existing stakes and 62 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $199M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $48.6M.

  • 286 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2023, up from 252 in Q1 2023.
  • Funds reported $4.02B of Vanguard Long-Term Treasury ETF stock for Q2 2023, up 29% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2023 and 30 closed out, a net change of +36 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $199M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2023 was Prime Capital Investment Advisors, an estimated $48.6M sold.

Based on aggregated 13F filings for Q2 2023.