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Vanguard Long-Term Treasury ETF

368 hedge funds and large institutions have $9.51B invested in Vanguard Long-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $14M

51% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 107

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

2% more funds holding

Funds holding: 362368 (+6)

4% more capital invested

Capital invested by funds: $9.13B → $9.51B (+$382M)

0.56% less ownership

Funds ownership: 74.87%74.3% (-0.56%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
368
Holders Change
+6
Holders Change %
+1.66%
% of All Funds
5.31%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.33%
New
62
Increased
162
Reduced
107
Closed
52
Calls
$42.6M
Puts
$14M
Net Calls
+$28.5M
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$2.19M -$291K -5,085 -12%
SW
152
Simplicity Wealth
New Jersey
$2.19M +$48.6K +849 +2%
DAS
153
Diversify Advisory Services
Utah
$2.1M +$448K +7,829 +28%
VCM
154
Versant Capital Management
Arizona
$2.04M +$192K +3,363 +11%
IWM
155
IHT Wealth Management
Illinois
$2.04M +$283K +4,940 +16%
ODIJL
156
One Day In July LLC
Vermont
$1.91M -$816K -14,268 -30%
AA
157
Advisory Alpha
Michigan
$1.84M -$124K -2,165 -6%
MFG
158
MidWestOne Financial Group
Iowa
$1.79M +$1.04M +18,149 +140%
WC
159
Whitney & Co
New York
$1.79M +$152K +2,663 +9%
JIR
160
James Investment Research
Ohio
$1.78M +$23.6K +413 +1%
AWS
161
Atria Wealth Solutions
New York
$1.78M +$542K +9,474 +44%
AAS
162
Avantax Advisory Services
Texas
$1.68M +$146K +2,551 +10%
SHJ
163
Sharkey, Howes & Javer
Colorado
$1.62M +$208K +3,630 +15%
Calamos Advisors
164
Calamos Advisors
Illinois
$1.62M -$77K -1,346 -5%
RJA
165
Raymond James & Associates
Florida
$1.61M -$1.02M -17,840 -39%
EH
166
Equitable Holdings
New York
$1.61M +$502K +8,783 +46%
BRIA
167
Balanced Rock Investment Advisors
Massachusetts
$1.6M +$85.4K +1,493 +6%
NB
168
Nicolet Bankshares
Wisconsin
$1.57M -$381K -6,652 -20%
CAM
169
Cresset Asset Management
Illinois
$1.55M -$997K -17,435 -39%
TCMP
170
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.47M +$1.46M +25,468 New
IBOK
171
Independence Bank of Kentucky
Kentucky
$1.45M -$11.4K -200 -0.8%
DWM
172
Diversify Wealth Management
Utah
$1.44M +$1.34M +23,336 New
PCIA
173
Prime Capital Investment Advisors
Kansas
$1.43M -$315K -5,500 -18%
IHL
174
Investment House LLC
California
$1.42M +$1.41M +24,591 New
KPP
175
Kings Path Partners
Texas
$1.41M +$1.4M +24,444 New

VGLT Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2024, worth a combined $9.51B — up 4.2% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VGLT positions and 52 closed out — a net gain of 10 holders — while 162 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $113M. The largest seller was Comprehensive Wealth Management, cutting an estimated $19.2M.

  • 368 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $9.51B of Vanguard Long-Term Treasury ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 62 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2024 and 52 closed out, a net change of +10 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2024 was Comprehensive Wealth Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.