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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

361 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.23%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
168
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.49B
2
NL
NEPC LLC
Massachusetts
$239M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$330M
4
RCF
Rainwater Charitable Foundation
Texas
$68.1M
5
JPG
Jordan Park Group
California
$143M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$446M
2
Ameriprise
Ameriprise
Minnesota
$633M
3
Bank of America
Bank of America
North Carolina
$1.15B
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
126
Beta Wealth Group
California
$3.05M -$13.4K -227 -0.4%
FCT
127
Family Capital Trust
Massachusetts
$2.96M +$225K +3,797 +8%
ODIJL
128
One Day In July LLC
Vermont
$2.81M -$512K -8,636 -15%
RJA
129
Raymond James & Associates
Florida
$2.71M +$720K +12,146 +36%
TCG
130
Transcendent Capital Group
Oklahoma
$2.66M +$315K +5,316 +13%
IWS
131
Integrity Wealth Solutions
Colorado
$2.66M +$16.2K +274 +0.6%
HWAM
132
Hennion & Walsh Asset Management
New Jersey
$2.66M +$959K +16,191 +56%
KFG
133
Kingdom Financial Group
Arizona
$2.65M +$1.04M +17,557 +64%
CAM
134
Cresset Asset Management
Illinois
$2.63M -$3.21M -54,210 -55%
OMC
135
Old Mission Capital
Illinois
$2.61M +$1.47M +24,751 +128%
TCWM
136
Total Clarity Wealth Management
Illinois
$2.6M +$209K +3,525 +9%
BTI
137
Blue Trust Inc
Georgia
$2.57M +$669K +11,289 +35%
SCA
138
Snowden Capital Advisors
New York
$2.56M +$1.45M +24,514 +131%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$2.55M +$1.12M +18,950 +79%
TFGT
140
TS Financial Group (TSFG)
Illinois
$2.54M +$2.42M +40,865 +1,966%
UB
141
UMB Bank
Missouri
$2.54M – – –
PWM
142
Perigon Wealth Management
California
$2.48M +$444K +7,494 +22%
IWC
143
Integrated Wealth Concepts
Massachusetts
$2.38M +$781K +13,188 +49%
Nomura Asset Management
144
Nomura Asset Management
Japan
$2.23M -$10.7M -181,300 -83%
SC
145
Sinecera Capital
Texas
$2.2M +$2.2M +37,190 New
SW
146
Simplicity Wealth
New Jersey
$2.2M +$76.6K +1,293 +4%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$2.14M +$42.9K +724 +2%
AA
148
Advisory Alpha
Michigan
$2.02M -$22.4M -377,064 -92%
NB
149
Nicolet Bankshares
Wisconsin
$2M -$707K -11,934 -26%
VCM
150
Versant Capital Management
Arizona
$1.9M +$119K +2,016 +7%
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