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Vanguard Long-Term Treasury ETF
VGLT

409 hedge funds and large institutions have $10.7B invested in Vanguard Long-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 119

22% more funds holding in top 10

Funds holding in top 10: 23 → 28 (+5)

12% more capital invested

Capital invested by funds: $9.51B → $10.7B (+$1.18B)

11% more funds holding

Funds holding: 368 → 409 (+41)

2.36% less ownership

Funds ownership: 74.3% → 71.94% (-2.4%)

45% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $34.4M

Holders
409
Holders Change
+41
Holders Change %
+11.14%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
83
Increased
165
Reduced
119
Closed
36
Calls
$18.9M
Puts
$34.4M
Net Calls
-$15.5M
Net Calls Change
-$44M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$113M
2
CCWM
Cassaday & Co Wealth Management
Virginia
+$111M
3
Bank of America
Bank of America
North Carolina
+$53M
4
Morgan Stanley
Morgan Stanley
New York
+$47.9M
5
Goldman Sachs
Goldman Sachs
New York
+$44.7M

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$136M
2
MG
Mather Group
Illinois
-$97.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$55.2M
4
Truist Financial
Truist Financial
North Carolina
-$27.1M
5
BPA
Beacon Pointe Advisors
California
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
151
Regions Financial Corp
Alabama
$2.89M +$2.19M +36,251 +336%
IWS
152
Integrity Wealth Solutions
Colorado
$2.82M +$27.4K +453 +1%
AAS
153
Avantax Advisory Services
Texas
$2.8M +$992K +16,422 +56%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$2.8M +$171K +2,830 +7%
RF
155
RHS Financial
California
$2.74M +$1.4M +23,225 +109%
TFGT
156
TS Financial Group (TSFG)
Illinois
$2.71M +$78.8K +1,304 +3%
UB
157
UMB Bank
Missouri
$2.64M -$131K -2,168 -5%
TCG
158
Transcendent Capital Group
Oklahoma
$2.64M -$178K -2,952 -6%
CAM
159
Cobblestone Asset Management
Virginia
$2.51M -$747K -12,361 -23%
DAS
160
Diversify Advisory Services
Utah
$2.46M +$373K +6,181 +17%
RJA
161
Raymond James & Associates
Florida
$2.44M +$700K +11,587 +41%
EFM
162
E Fund Management
China
$2.4M +$2.36M +39,001 New
EFMH
163
E Fund Management (HK)
Hong Kong
$2.4M +$2.36M +39,001 New
Lazard Asset Management
164
Lazard Asset Management
New York
$2.32M – – –
Prudential Financial
165
Prudential Financial
New Jersey
$2.21M -$209K -3,459 -9%
FWM
166
FFT Wealth Management
Pennsylvania
$2.21M +$1.79M +29,605 +474%
CW
167
CreativeOne Wealth
Kansas
$2.15M +$1.27M +20,956 +150%
WCWM
168
Wooster Corthell Wealth Management
Connecticut
$2.09M +$925K +15,310 +82%
VCM
169
Versant Capital Management
Arizona
$2.07M -$106K -1,760 -5%
ODIJL
170
One Day In July LLC
Vermont
$2.01M -$27.6K -456 -1%
ACM
171
Ashford Capital Management
Delaware
$1.95M -$1.47M -24,296 -43%
HBS
172
Howard Bailey Securities
Indiana
$1.95M +$1.91M +31,690 New
JIR
173
James Investment Research
Ohio
$1.93M +$24.5K +405 +1%
SFA
174
Semmax Financial Advisors
North Carolina
$1.87M +$744K +12,320 +60%
CIA
175
Concurrent Investment Advisors
Florida
$1.83M -$5.54M -91,756 -75%
5 6
7
8 9

VGLT Hedge Fund Activity: Q3 2024 in Review

409 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2024, worth a combined $10.7B — up 12% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGLT positions and 36 closed out — a net gain of 47 holders — while 165 added to existing stakes and 119 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was VOYA Investment Management, cutting an estimated $136M.

  • 409 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $10.7B of Vanguard Long-Term Treasury ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 83 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2024 and 36 closed out, a net change of +47 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2024 was Ameriprise, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2024 was VOYA Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2024.