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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $7.39M | Put options by funds: $6M

14% more capital invested

Capital invested by funds: $2.73B → $3.12B (+$394M)

7% more funds holding

Funds holding: 236252 (+16)

1.78% more ownership

Funds ownership: 62.02%63.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
TownSquare Capital
Utah
$611K -$97.8K -1,517 -14%
PA
152
PFG Advisors
Arizona
$579K -$349K -5,418 -38%
OMC
153
Old Mission Capital
Illinois
$553K +$545K +8,449 New
PI
154
PFG Investments
New York
$522K +$514K +7,975 New
CAP
155
Columbia Advisory Partners
Washington
$518K +$510K +7,913 New
AF
156
Affiance Financial
Minnesota
$504K
FAAM
157
First Ascent Asset Management
Colorado
$502K -$3.81K -59 -0.8%
CM
158
Columbus Macro
Pennsylvania
$493K +$3.68K +57 +0.8%
FPCP
159
Fort Point Capital Partners
California
$478K -$129 -2 -0%
LPT
160
Legacy Private Trust
Wisconsin
$452K -$38.4K -596 -8%
BRWA
161
B. Riley Wealth Advisors
Florida
$450K +$124K +1,930 +39%
SWM
162
Spire Wealth Management
Virginia
$446K +$366K +5,680 +501%
CWM
163
Centurion Wealth Management
Virginia
$444K +$212K +3,280 +94%
LNC
164
Lincoln National Corp
Pennsylvania
$438K +$9.29K +144 +2%
AI
165
AXS Investments
New York
$418K
BCI
166
Brinker Capital Investments
Pennsylvania
$403K +$397K +6,153 New
OPS
167
Orion Portfolio Solutions
Nebraska
$403K +$397K +6,153 New
BTWM
168
Baker Tilly Wealth Management
Wisconsin
$403K -$191K -2,959 -32%
SI
169
Stephens Inc
Arkansas
$400K
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$397K -$98.6K -1,529 -20%
PFO
171
Pathstone Family Office
New Jersey
$393K +$387K +6,000 New
DI
172
DFPG Investments
Utah
$371K +$366K +5,670 New
Creative Planning
173
Creative Planning
Kansas
$363K -$51.7K -801 -13%
SCA
174
Snowden Capital Advisors
New York
$348K -$6.9K -107 -2%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$347K +$21.5K +333 +7%

VGLT Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2023, worth a combined $3.12B — up 14% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGLT positions and 37 closed out — a net gain of 22 holders — while 114 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $147M. The largest seller was Bank of America, cutting an estimated $163M.

  • 252 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $3.12B of Vanguard Long-Term Treasury ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 59 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.