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Vanguard Long-Term Treasury ETF
VGLT

408 hedge funds and large institutions have $6.27B invested in Vanguard Long-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% more funds holding in top 10

Funds holding in top 10: 28 → 28 (0)

0% less funds holding

Funds holding: 409 → 408 (-1)

8.25% less ownership

Funds ownership: 71.94% → 63.69% (-8.3%)

41% less capital invested

Capital invested by funds: $10.7B → $6.27B (-$4.41B)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.37%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
87
Increased
154
Reduced
126
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
+$150M
2
NL
NEPC LLC
Massachusetts
+$118M
3
BI
Bramshill Investments
Florida
+$62.3M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$60.5M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$20.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.5B
2
Bank of America
Bank of America
North Carolina
-$649M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$343M
4
Charles Schwab
Charles Schwab
California
-$176M
5
CCWM
Cassaday & Co Wealth Management
Virginia
-$44.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
151
Global Endowment Management
North Carolina
$2.59M +$2.71M +46,770 New
RFC
152
Regions Financial Corp
Alabama
$2.56M -$46.9K -809 -2%
FFWA
153
Forthright Family Wealth Advisory
Texas
$2.48M -$514K -8,863 -17%
DWM
154
Diversify Wealth Management
Utah
$2.47M +$863K +14,891 +48%
RA
155
RFG Advisory
Alabama
$2.45M +$2.56M +44,226 New
CAM
156
Cobblestone Asset Management
Virginia
$2.43M +$182K +3,143 +8%
GWA
157
GGM Wealth Advisors
Maryland
$2.42M -$469K -8,084 -16%
LSWP
158
Liberty Square Wealth Partners
Pennsylvania
$2.34M +$2.41M +41,547 New
TCG
159
Transcendent Capital Group
Oklahoma
$2.32M -$58.9K -1,016 -2%
SW
160
SMART Wealth
Nebraska
$2.28M -$2.81M -48,547 -54%
CW
161
CreativeOne Wealth
Kansas
$2.27M +$357K +6,168 +18%
RF
162
RHS Financial
California
$2.23M -$247K -4,265 -10%
TFGT
163
TS Financial Group (TSFG)
Illinois
$2.2M -$251K -4,326 -10%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$2.18M +$2.28M +39,362 New
SA
165
Skyline Advisors
Washington
$2.09M +$2.19M +37,839 New
SA
166
Sanctuary Advisors
Indiana
$1.96M +$211K +3,632 +12%
VCM
167
Versant Capital Management
Arizona
$1.94M +$79.3K +1,369 +4%
TCMP
168
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.92M +$636K +10,965 +46%
ODIJL
169
One Day In July LLC
Vermont
$1.91M +$99.3K +1,713 +5%
EFM
170
E Fund Management
China
$1.86M -$310K -5,353 -14%
EFMH
171
E Fund Management (HK)
Hong Kong
$1.86M -$310K -5,353 -14%
IBOK
172
Independence Bank of Kentucky
Kentucky
$1.86M +$645K +11,131 +50%
HBS
173
Howard Bailey Securities
Indiana
$1.84M +$94K +1,621 +5%
IWM
174
IHT Wealth Management
Illinois
$1.77M -$1.15M -19,819 -38%
CC
175
Courier Capital
New York
$1.76M +$1.85M +31,869 New
5 6
7
8 9

VGLT Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2024, worth a combined $6.27B — down 41% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VGLT positions and 78 closed out — a net gain of 9 holders — while 154 added to existing stakes and 126 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $2.5B.

  • 408 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2024, down from 409 in Q3 2024.
  • Funds reported $6.27B of Vanguard Long-Term Treasury ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 87 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2024 and 78 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $150M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.5B sold.

Based on aggregated 13F filings for Q4 2024.