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Vanguard Long-Term Treasury ETF

408 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 87 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% less funds holding

Funds holding: 409408 (-1)

8.25% less ownership

Funds ownership: 71.94%63.69% (-8.3%)

41% less capital invested

Capital invested by funds: $10.7B → $6.27B (-$4.41B)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.37%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
87
Increased
154
Reduced
126
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
126
Municipal Employees' Retirement System of Michigan
Michigan
$3.49M -$44.3M -764,623 -92%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$3.49M +$1.01M +17,466 +38%
CCFM
128
Clear Creek Financial Management
Washington
$3.42M -$65K -1,122 -2%
FWA
129
Flagship Wealth Advisors
Massachusetts
$3.4M +$3.56M +61,418 New
BCM
130
Brookstone Capital Management
Illinois
$3.31M -$11.9M -205,453 -77%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$3.23M -$2.94M -50,807 -47%
Lazard Asset Management
132
Lazard Asset Management
New York
$3.23M
JIR
133
James Investment Research
Ohio
$3.16M +$1.49M +25,775 +82%
PWM
134
Perigon Wealth Management
California
$3.11M +$159K +2,738 +5%
EWA
135
EverSource Wealth Advisors
Alabama
$3.09M +$1.62M +27,989 +101%
AWA
136
Adapt Wealth Advisors
Georgia
$3.01M +$2.84M +48,951 +900%
CPW
137
Catalyst Private Wealth
California
$2.99M -$384K -6,632 -11%
AAS
138
Avantax Advisory Services
Texas
$2.99M +$493K +8,503 +19%
LGA
139
Lebenthal Global Advisors
New York
$2.98M -$2.38M -41,102 -43%
TPW
140
Talon Private Wealth
Florida
$2.97M -$13.2M -228,422 -81%
TCM
141
Towneley Capital Management
California
$2.97M +$109K +1,881 +4%
MML Investors Services
142
MML Investors Services
Massachusetts
$2.96M -$161K -2,785 -5%
IWS
143
Integrity Wealth Solutions
Colorado
$2.95M +$433K +7,476 +16%
OHWA
144
Oak Hill Wealth Advisors
Virginia
$2.91M +$3.04M +52,489 New
KFG
145
Kingdom Financial Group
Arizona
$2.89M -$116K -1,996 -4%
DAS
146
Diversify Advisory Services
Utah
$2.89M +$635K +10,957 +26%
SCA
147
Snowden Capital Advisors
New York
$2.85M +$34.9K +602 +1%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$2.82M +$199K +3,442 +7%
GAM
149
Gould Asset Management
California
$2.7M +$1.93M +33,380 +216%
BWG
150
Beta Wealth Group
California
$2.69M -$174 -3 -0%

VGLT Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2024, worth a combined $6.27B — down 41% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VGLT positions and 78 closed out — a net gain of 9 holders — while 154 added to existing stakes and 126 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $2.5B.

  • 408 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2024, down from 409 in Q3 2024.
  • Funds reported $6.27B of Vanguard Long-Term Treasury ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 87 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2024 and 78 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $150M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.5B sold.

Based on aggregated 13F filings for Q4 2024.