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Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
151
Cambria Investment Management
California
$1.78M +$5.03K +89 +0.3%
BTI
152
Blue Trust Inc
Georgia
$1.78M -$218K -3,864 -11%
HWAM
153
Hennion & Walsh Asset Management
New Jersey
$1.76M +$194K +3,431 +14%
LNC
154
Lincoln National Corp
Pennsylvania
$1.74M +$1.11M +19,640 +226%
KFG
155
Kingdom Financial Group
Arizona
$1.68M -$66.7K -1,180 -4%
IWC
156
Integrated Wealth Concepts
Massachusetts
$1.66M +$698K +12,353 +84%
IBOK
157
Independence Bank of Kentucky
Kentucky
$1.6M -$1.01M -17,850 -41%
GIS
158
Grayhawk Investment Strategies
Alberta, Canada
$1.56M -$2.86M -50,600 -67%
WC
159
Whitney & Co
New York
$1.52M +$156K +2,766 +13%
MSWMA
160
Market Street Wealth Management Advisors
Indiana
$1.51M -$11.6M -205,955 -89%
SIA
161
SkyView Investment Advisors
New Jersey
$1.51M -$254K -4,500 -16%
SWG
162
Summit Wealth Group
Vermont
$1.49M +$864K +15,285 +172%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$1.49M +$569K +10,078 +72%
CW
164
CreativeOne Wealth
Kansas
$1.45M +$109K +1,933 +9%
Calamos Advisors
165
Calamos Advisors
Illinois
$1.45M +$342K +6,051 +35%
Corient Private Wealth
166
Corient Private Wealth
Florida
$1.43M +$1.31M +23,227 New
SHJ
167
Sharkey, Howes & Javer
Colorado
$1.39M +$19.6K +347 +2%
DI
168
DFPG Investments
Utah
$1.37M +$53.2K +942 +4%
RPCA
169
Running Point Capital Advisors
California
$1.35M +$996K +17,633 +405%
IWM
170
IHT Wealth Management
Illinois
$1.34M +$507K +8,967 +70%
Fisher Asset Management
171
Fisher Asset Management
Washington
$1.33M +$286K +5,059 +31%
CF
172
Centaurus Financial
California
$1.31M +$1.2M +21,258 New
AAS
173
Avantax Advisory Services
Texas
$1.3M +$194K +3,427 +19%
WJA
174
Willis Johnson & Associates
Texas
$1.3M -$45.3K -801 -4%
MWM
175
Marion Wealth Management
Pennsylvania
$1.26M +$1.16M +20,547 New

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.