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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

291 hedge funds and large institutions have $4.66B invested in Vanguard Long-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
58
Increased
128
Reduced
84
Closed
49
Calls
$11.5M
Puts
$6.47M
Net Calls
+$4.99M
Net Calls Change
+$12.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$712M
3
Morgan Stanley
3
Morgan Stanley
New York
$394M
4
NL
4
NEPC LLC
Massachusetts
$67.3M
5
Comerica Bank
5
Comerica Bank
Texas
$65.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$48.8M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$0
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$7.86M
4
AssetMark Inc
4
AssetMark Inc
California
$14.3M
5
SHGA
5
Sand Hill Global Advisors
California
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$567K -$963K -17,346 -63%
MFG
177
MidWestOne Financial Group
Iowa
$537K +$537K +9,681 New
GWMIA
178
Global Wealth Management Investment Advisory
Florida
$536K -$1.39K -25 -0.3%
HW
179
Hamilton Wealth
California
$528K -$18.2M -328,088 -97%
WTB
180
Washington Trust Bank
Washington
$524K – – –
DFCM
181
Dark Forest Capital Management
Puerto Rico
$510K +$510K +9,192 New
SWG
182
Summit Wealth Group
Vermont
$492K -$2.27K -41 -0.5%
LNC
183
Lincoln National Corp
Pennsylvania
$482K +$45.7K +823 +10%
CAN
184
Cetera Advisor Networks
California
$482K -$590K -10,634 -55%
KPWS
185
Kestra Private Wealth Services
Texas
$480K -$338K -6,083 -41%
FAAM
186
First Ascent Asset Management
Colorado
$473K -$19.9K -358 -4%
PFO
187
Pathstone Family Office
New Jersey
$461K +$461K +8,305 New
PI
188
PFG Investments
New York
$458K -$17.2K -309 -4%
FFM
189
Forum Financial Management
Illinois
$447K +$92.9K +1,673 +26%
SFS
190
Starfox Financial Services
Texas
$445K +$445K +8,099 New
MCM
191
Manchester Capital Management
Vermont
$433K +$211K +3,800 +95%
AF
192
Affiance Financial
Minnesota
$427K – – –
PCIA
193
Prime Capital Investment Advisors
Kansas
$419K +$53.5K +964 +15%
NA
194
Nottingham Advisors
New York
$416K +$22.3K +807 +6%
ARC
195
Advisor Resource Council
Texas
$415K +$107K +1,932 +35%
SWM
196
Spire Wealth Management
Virginia
$414K +$114K +2,049 +38%
CWM
197
Centurion Wealth Management
Virginia
$412K +$114K +2,049 +38%
KWM
198
Kingsview Wealth Management
Oregon
$376K +$154K +2,783 +70%
BRWA
199
B. Riley Wealth Advisors
Florida
$376K -$26.5K -477 -7%
HF
200
HRT Financial
New York
$374K -$272K -4,916 -42%
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