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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $7.39M | Put options by funds: $6M

14% more capital invested

Capital invested by funds: $2.73B → $3.12B (+$394M)

7% more funds holding

Funds holding: 236252 (+16)

1.78% more ownership

Funds ownership: 62.02%63.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
FFT Wealth Management
Pennsylvania
$346K +$341K +5,285 New
IA
177
IFP Advisors
Florida
$346K +$86.5K +1,341 +40%
AWM
178
Apollon Wealth Management
South Carolina
$339K +$16.1K +249 +5%
HF
179
HRT Financial
New York
$332K +$327K +5,068 New
CW
180
CreativeOne Wealth
Kansas
$309K +$304K +4,714 New
HCM
181
Hilton Capital Management
New York
$308K -$25.8K -400 -7%
SW
182
SVB Wealth
Massachusetts
$305K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$303K -$12.1K -187 -4%
WCFA
184
Walkner Condon Financial Advisors
Wisconsin
$294K
AWS
185
Atria Wealth Solutions
New York
$294K -$90.7K -1,407 -24%
EH
186
Equitable Holdings
New York
$291K +$20.5K +318 +8%
ML
187
McAdam LLC
Pennsylvania
$281K +$277K +4,296 New
NL
188
NWAM LLC
Washington
$274K +$270K +4,183 New
CFG
189
Citizens Financial Group
Rhode Island
$273K +$269K +4,167 New
CSWG
190
Cardinal Strategic Wealth Guidance
Kentucky
$269K +$45.1K +700 +21%
CFGS
191
Concourse Financial Group Securities
Alabama
$263K +$709 +11 +0.3%
MCM
192
Manchester Capital Management
Vermont
$262K +$258K +4,000 New
BJL
193
Brighton Jones LLC
Washington
$260K +$46.3K +718 +22%
AWA
194
Arete Wealth Advisors
Illinois
$253K -$3.68K -57 -1%
ETC
195
Exchange Traded Concepts
Oklahoma
$253K +$17.5K +271 +8%
EWA
196
EverSource Wealth Advisors
Alabama
$249K +$87.1K +1,350 +55%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$233K -$6.82M -105,780 -97%
RFC
198
Regions Financial Corp
Alabama
$220K +$217K +3,362 New
KAS
199
Kestra Advisory Services
Texas
$212K -$487K -7,557 -70%
LIG
200
Lokken Investment Group
Delaware
$210K +$207K +3,207 New

VGLT Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2023, worth a combined $3.12B — up 14% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGLT positions and 37 closed out — a net gain of 22 holders — while 114 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $147M. The largest seller was Bank of America, cutting an estimated $163M.

  • 252 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $3.12B of Vanguard Long-Term Treasury ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 59 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.