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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

285 hedge funds and large institutions have $4.02B invested in Vanguard Long-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 131 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+33
Holders Change %
+13.1%
% of All Funds
4.49%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
65
Increased
131
Reduced
62
Closed
30
Calls
$6.25M
Puts
$13.6M
Net Calls
-$7.34M
Net Calls Change
-$8.73M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$221M
2
Charles Schwab
Charles Schwab
California
$170M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$108M
4
ETC
Exchange Traded Concepts
Oklahoma
$69.4M
5
BPA
Beacon Pointe Advisors
California
$53.8M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$419K
2
SWG
Summit Wealth Group
Vermont
$566K
3
MIM
Morningstar Investment Management
Illinois
$22.3M
4
GIA
Gladstone Institutional Advisory
Florida
$0
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
176
PFG Investments
New York
$544K +$37.2K +585 +7%
CAP
177
Columbia Advisory Partners
Washington
$503K – – –
LNC
178
Lincoln National Corp
Pennsylvania
$500K +$75.3K +1,186 +18%
TC
179
TownSquare Capital
Utah
$494K -$98.3K -1,547 -17%
AF
180
Affiance Financial
Minnesota
$489K – – –
DAS
181
Dynamic Advisor Solutions
Arizona
$473K +$473K +7,452 New
BRWA
182
B. Riley Wealth Advisors
Florida
$460K +$23.9K +376 +5%
TPW
183
Transatlantique Private Wealth
New York
$423K +$423K +6,659 New
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$421K +$421K +6,619 New
FPCP
185
Fort Point Capital Partners
California
$419K -$45K -708 -10%
PCIA
186
Prime Capital Investment Advisors
Kansas
$419K -$48.1M -757,234 -99%
JF
187
Jump Financial
Illinois
$412K -$355K -5,583 -46%
AWA
188
Authentikos Wealth Advisory
California
$409K -$257K -4,040 -39%
PA
189
PFG Advisors
Arizona
$407K -$155K -2,441 -28%
FFM
190
Forum Financial Management
Illinois
$405K +$405K +6,372 New
AI
191
Auour Investments
Massachusetts
$402K +$402K +6,335 New
IWM
192
IHT Wealth Management
Illinois
$401K -$415K -6,529 -51%
OP
193
ORG Partners
Indiana
$389K +$389K +6,125 New
SI
194
Stephens Inc
Arkansas
$388K – – –
SCA
195
Snowden Capital Advisors
New York
$387K +$49.4K +777 +15%
KAS
196
Kestra Advisory Services
Texas
$379K +$174K +2,735 +84%
VA
197
Valmark Advisers
Ohio
$354K +$152K +2,393 +75%
ARC
198
Advisor Resource Council
Texas
$352K -$828K -13,041 -70%
WW
199
Westshore Wealth
California
$345K +$345K +5,424 New
SWM
200
Spire Wealth Management
Virginia
$344K -$89.3K -1,406 -21%
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