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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

285 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 65 funds opening new positions, 131 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+33
Holders Change %
+13.1%
% 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
65
Increased
131
Reduced
62
Closed
30
Calls
$6.25M
Puts
$13.6M
Net Calls
-$7.34M
Net Calls Change
-$8.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$221M
2
Charles Schwab
Charles Schwab
California
$170M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$108M
4
ETC
Exchange Traded Concepts
Oklahoma
$69.4M
5
BPA
Beacon Pointe Advisors
California
$53.8M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$419K
2
SWG
Summit Wealth Group
Vermont
$566K
3
MIM
Morningstar Investment Management
Illinois
$22.3M
4
GIA
Gladstone Institutional Advisory
Florida
$0
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAM
151
Legacy Wealth Asset Management
Minnesota
$845K -$20.3K -320 -2%
AHC
152
Anderson Hoagland & Co
Missouri
$840K +$840K +13,221 New
BFG
153
Bleakley Financial Group
New Jersey
$773K -$121K -1,910 -14%
Deutsche Bank
154
Deutsche Bank
Germany
$769K – – –
GAM
155
Gould Asset Management
California
$752K +$10.8K +170 +1%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$743K -$145K -2,281 -16%
Nomura Asset Management
157
Nomura Asset Management
Japan
$742K +$742K +11,675 New
HF
158
HRT Financial
New York
$741K +$419K +6,602 +130%
MCCP
159
Mission Creek Capital Partners
California
$737K -$1.24M -19,510 -63%
FLA
160
Financial Life Advisors
Texas
$736K -$273K -4,295 -27%
AFO
161
Arrowroot Family Office
California
$722K +$722K +11,364 New
CIBC World Market
162
CIBC World Market
Ontario, Canada
$717K -$11.8K -185 -2%
RF
163
RHS Financial
California
$657K -$65.4K -1,030 -9%
EWA
164
EP Wealth Advisors
California
$653K +$533K +90,150 +445%
DI
165
DFPG Investments
Utah
$639K +$278K +4,367 +77%
GWMIA
166
Global Wealth Management Investment Advisory
Florida
$615K -$30.2K -475 -5%
HAIM
167
Hunter Associates Investment Management
Pennsylvania
$613K – – –
WTB
168
Washington Trust Bank
Washington
$600K +$600K +9,444 New
LPT
169
Legacy Private Trust
Wisconsin
$599K +$160K +2,526 +37%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$597K -$491K -8,047 -45%
SAG
171
SageView Advisory Group
California
$593K +$593K +9,338 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$580K +$286K +4,500 +97%
SWG
173
Summit Wealth Group
Vermont
$566K -$22.8M -359,487 -98%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$565K +$280K +4,404 +98%
FAAM
175
First Ascent Asset Management
Colorado
$564K +$77.4K +1,218 +16%
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