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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

361 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.23%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
168
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B
2
NL
2
NEPC LLC
Massachusetts
$239M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$330M
4
RCF
4
Rainwater Charitable Foundation
Texas
$68.1M
5
JPG
5
Jordan Park Group
California
$143M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$446M
2
Ameriprise
2
Ameriprise
Minnesota
$633M
3
Bank of America
3
Bank of America
North Carolina
$1.15B
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
151
James Investment Research
Ohio
$1.81M -$56K -946 -3%
IWM
152
IHT Wealth Management
Illinois
$1.8M +$508K +8,572 +39%
PCIA
153
Prime Capital Investment Advisors
Kansas
$1.8M -$307K -5,183 -15%
Calamos Advisors
154
Calamos Advisors
Illinois
$1.74M +$348K +5,877 +25%
WC
155
Whitney & Co
New York
$1.68M +$222K +3,746 +15%
FIM
156
FWL Investment Management
Texas
$1.68M -$114K -1,925 -6%
DAS
157
Diversify Advisory Services
Utah
$1.64M +$1.64M +28,336 New
AAS
158
Avantax Advisory Services
Texas
$1.58M +$321K +5,424 +26%
BRIA
159
Balanced Rock Investment Advisors
Massachusetts
$1.55M +$765K +12,906 +97%
IBOK
160
Independence Bank of Kentucky
Kentucky
$1.5M -$32.6K -550 -2%
GIS
161
Grayhawk Investment Strategies
Alberta, Canada
$1.5M – – –
SHJ
162
Sharkey, Howes & Javer
Colorado
$1.45M +$116K +1,953 +9%
RPCA
163
Running Point Capital Advisors
California
$1.43M +$125K +2,111 +10%
SHWM
164
Smith & Howard Wealth Management
Georgia
$1.39M +$1.39M +23,534 New
CW
165
CreativeOne Wealth
Kansas
$1.38M -$21K -355 -2%
SWA
166
Stratos Wealth Advisors
Ohio
$1.37M +$318K +5,372 +30%
WJA
167
Willis Johnson & Associates
Texas
$1.36M +$110K +1,860 +9%
SWG
168
Summit Wealth Group
Vermont
$1.36M -$71.3K -1,203 -5%
CP
169
Camelot Portfolios
Ohio
$1.32M -$640K -10,800 -33%
AWS
170
Atria Wealth Solutions
New York
$1.27M +$1M +16,899 +373%
ACM
171
AlphaStar Capital Management
North Carolina
$1.27M -$2.69M -45,324 -68%
LNC
172
Lincoln National Corp
Pennsylvania
$1.26M -$417K -7,042 -25%
HI
173
Harbour Investments
Wisconsin
$1.24M +$561K +9,468 +82%
RF
174
RHS Financial
California
$1.24M +$184K +3,107 +17%
MWM
175
Marion Wealth Management
Pennsylvania
$1.23M +$17.8K +300 +1%
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7
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