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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

404 hedge funds and large institutions have $6.27B invested in Vanguard Long-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-4
Holders Change %
-0.98%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
84
Increased
154
Reduced
125
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$144M
2
NL
NEPC LLC
Massachusetts
$336M
3
BI
Bramshill Investments
Florida
$59.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$594M
5
QC
Quadrature Capital
United Kingdom
$26.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.4M
2
Bank of America
Bank of America
North Carolina
$552M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.2M
4
Charles Schwab
Charles Schwab
California
$0
5
CCWM
Cassaday & Co Wealth Management
Virginia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
126
Municipal Employees' Retirement System of Michigan
Michigan
$3.49M -$42.3M -764,623 -92%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$3.49M +$967K +17,466 +38%
CCFM
128
Clear Creek Financial Management
Washington
$3.42M -$62.1K -1,122 -2%
FWA
129
Flagship Wealth Advisors
Massachusetts
$3.4M +$3.4M +61,418 New
BCM
130
Brookstone Capital Management
Illinois
$3.31M -$11.4M -205,453 -77%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$3.23M -$2.81M -50,807 -47%
Lazard Asset Management
132
Lazard Asset Management
New York
$3.23M -$2.32M – –
JIR
133
James Investment Research
Ohio
$3.16M +$1.43M +25,775 +82%
PWM
134
Perigon Wealth Management
California
$3.11M +$151K +2,738 +5%
EWA
135
EverSource Wealth Advisors
Alabama
$3.09M +$1.55M +27,989 +101%
AWA
136
Adapt Wealth Advisors
Georgia
$3.01M +$2.71M +48,951 +900%
CPW
137
Catalyst Private Wealth
California
$2.99M -$367K -6,632 -11%
AAS
138
Avantax Advisory Services
Texas
$2.99M +$471K +8,503 +19%
LGA
139
Lebenthal Global Advisors
New York
$2.98M -$2.27M -41,102 -43%
TPW
140
Talon Private Wealth
Florida
$2.97M -$12.6M -228,422 -81%
TCM
141
Towneley Capital Management
California
$2.97M +$104K +1,881 +4%
MML Investors Services
142
MML Investors Services
Massachusetts
$2.96M -$154K -2,785 -5%
IWS
143
Integrity Wealth Solutions
Colorado
$2.95M +$414K +7,476 +16%
OHWA
144
Oak Hill Wealth Advisors
Virginia
$2.91M +$2.91M +52,489 New
KFG
145
Kingdom Financial Group
Arizona
$2.89M -$110K -1,996 -4%
DAS
146
Diversify Advisory Services
Utah
$2.89M +$594K +10,957 +26%
SCA
147
Snowden Capital Advisors
New York
$2.85M +$33.3K +602 +1%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$2.82M +$191K +3,442 +7%
GAM
149
Gould Asset Management
California
$2.7M +$1.85M +33,380 +216%
BWG
150
Beta Wealth Group
California
$2.69M -$166 -3 -0%
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