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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.16%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$805M
2
Morgan Stanley
Morgan Stanley
New York
$1.04B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$504M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$348M
5
Bank of America
Bank of America
North Carolina
$1.37B

Top Sellers

1
LWM
Liberty Wealth Management
California
$2.5M
2
M&T Bank
M&T Bank
New York
$521K
3
BPA
Beacon Pointe Advisors
California
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$4.86M
5
CCA
Checchi Capital Advisers
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
126
Horizon Financial Services
North Carolina
$3.04M +$156K +2,528 +5%
MA
127
Mutual Advisors
Nebraska
$2.98M +$332K +5,393 +13%
ACM
128
Ashford Capital Management
Delaware
$2.92M +$656K +10,661 +29%
DADC
129
D.A. Davidson & Co
Montana
$2.87M +$2.87M +46,609 New
FCT
130
Family Capital Trust
Massachusetts
$2.84M -$438K -7,116 -13%
NB
131
Nicolet Bankshares
Wisconsin
$2.81M -$3.57M -58,090 -56%
IWS
132
Integrity Wealth Solutions
Colorado
$2.74M +$2.74M +44,599 New
Lazard Asset Management
133
Lazard Asset Management
New York
$2.74M – – –
UB
134
UMB Bank
Missouri
$2.64M +$2.41M +39,100 +1,034%
LWM
135
Liberty Wealth Management
California
$2.5M -$135M -15,276 -98%
TCWM
136
Total Clarity Wealth Management
Illinois
$2.48M -$2.38M -38,666 -49%
TCG
137
Transcendent Capital Group
Oklahoma
$2.44M +$2.44M +39,636 New
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$2.35M +$481K +7,821 +26%
LCC
139
Lincoln Capital Corp
Rhode Island
$2.24M +$2.24M +36,349 New
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$2.23M +$2.23M +36,169 New
SW
141
Simplicity Wealth
New Jersey
$2.21M +$193K +3,144 +10%
Citadel Advisors
142
Citadel Advisors
Florida
$2.19M +$666K +10,832 +44%
PCIA
143
Prime Capital Investment Advisors
Kansas
$2.18M +$1.72M +27,933 +370%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$2.18M +$103K +1,679 +5%
PWM
145
Perigon Wealth Management
California
$2.11M -$116K -1,884 -5%
RJA
146
Raymond James & Associates
Florida
$2.07M -$3.67M -59,597 -64%
CP
147
Camelot Portfolios
Ohio
$2.03M +$2.03M +33,000 New
JIR
148
James Investment Research
Ohio
$1.93M -$1.42M -23,066 -42%
FIM
149
FWL Investment Management
Texas
$1.86M +$1.86M +30,306 New
VCM
150
Versant Capital Management
Arizona
$1.85M +$100K +1,625 +6%
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