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Vanguard Long-Term Treasury ETF
VGLT

286 hedge funds and large institutions have $4.02B invested in Vanguard Long-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

111% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 62

40% more funds holding in top 10

Funds holding in top 10: 15 → 21 (+6)

29% more capital invested

Capital invested by funds: $3.12B → $4.02B (+$902M)

13% more funds holding

Funds holding: 252 → 286 (+34)

2.9% more ownership

Funds ownership: 63.81% → 66.71% (+2.9%)

54% less call options, than puts

Call options by funds: $6.25M | Put options by funds: $13.6M

Holders
286
Holders Change
+34
Holders Change %
+13.49%
% of All Funds
4.49%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
66
Increased
131
Reduced
62
Closed
30
Calls
$6.25M
Puts
$13.6M
Net Calls
-$7.34M
Net Calls Change
-$8.73M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$199M
2
Charles Schwab
Charles Schwab
California
+$172M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$109M
4
ETC
Exchange Traded Concepts
Oklahoma
+$69.8M
5
BPA
Beacon Pointe Advisors
California
+$54.3M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$48.6M
2
SWG
Summit Wealth Group
Vermont
-$23.1M
3
MIM
Morningstar Investment Management
Illinois
-$22.5M
4
GIA
Gladstone Institutional Advisory
Florida
-$14.2M
5
QCM
Quadratic Capital Management
Connecticut
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
151
Legacy Wealth Asset Management
Minnesota
$845K -$20.5K -320 -2%
AHC
152
Anderson Hoagland & Co
Missouri
$840K +$848K +13,221 New
BFG
153
Bleakley Financial Group
New Jersey
$773K -$122K -1,910 -14%
Deutsche Bank
154
Deutsche Bank
Germany
$769K – – –
GAM
155
Gould Asset Management
California
$752K +$10.9K +170 +1%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$743K -$146K -2,281 -16%
Nomura Asset Management
157
Nomura Asset Management
Japan
$742K +$749K +11,675 New
HF
158
HRT Financial
New York
$741K +$423K +6,602 +130%
MCCP
159
Mission Creek Capital Partners
California
$737K -$1.25M -19,510 -63%
FLA
160
Financial Life Advisors
Texas
$736K -$275K -4,295 -27%
AFO
161
Arrowroot Family Office
California
$722K +$729K +11,364 New
CIBC World Market
162
CIBC World Market
Ontario, Canada
$717K -$11.9K -185 -2%
RF
163
RHS Financial
California
$657K -$66K -1,030 -9%
EWA
164
EP Wealth Advisors
California
$653K +$5.78M +90,150 +445%
DI
165
DFPG Investments
Utah
$639K +$280K +4,367 +77%
GWMIA
166
Global Wealth Management Investment Advisory
Florida
$615K -$30.5K -475 -5%
HAIM
167
Hunter Associates Investment Management
Pennsylvania
$613K – – –
WTB
168
Washington Trust Bank
Washington
$600K +$606K +9,444 New
LPT
169
Legacy Private Trust
Wisconsin
$599K +$162K +2,526 +37%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$597K -$516K -8,047 -45%
SAG
171
SageView Advisory Group
California
$593K +$599K +9,338 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$580K +$289K +4,500 +97%
SWG
173
Summit Wealth Group
Vermont
$566K -$23.1M -359,487 -98%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$565K +$282K +4,404 +98%
FAAM
175
First Ascent Asset Management
Colorado
$564K +$78.1K +1,218 +16%
5 6
7
8 9

VGLT Hedge Fund Activity: Q2 2023 in Review

286 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2023, worth a combined $4.02B — up 29% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 30 closed out — a net gain of 36 holders — while 131 added to existing stakes and 62 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $199M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $48.6M.

  • 286 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2023, up from 252 in Q1 2023.
  • Funds reported $4.02B of Vanguard Long-Term Treasury ETF stock for Q2 2023, up 29% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2023 and 30 closed out, a net change of +36 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $199M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2023 was Prime Capital Investment Advisors, an estimated $48.6M sold.

Based on aggregated 13F filings for Q2 2023.