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Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$1.22M +$19.4K +344 +2%
BOSSRA
177
B.O.S.S. Retirement Advisors
Utah
$1.2M +$16.9K +299 +2%
OMC
178
Old Mission Capital
Illinois
$1.19M -$1.62M -28,644 -60%
OFG
179
Orcam Financial Group
California
$1.18M +$6.05K +107 +0.6%
FIM
180
Freedom Investment Management
Connecticut
$1.17M +$60.1K +1,064 +6%
WCWM
181
Wooster Corthell Wealth Management
Connecticut
$1.17M +$17.9K +316 +2%
SCA
182
Snowden Capital Advisors
New York
$1.15M -$89.8K -1,589 -8%
GP
183
Girard Partners
Pennsylvania
$1.14M -$12.8M -225,806 -92%
STA
184
Summit Trail Advisors
New York
$1.13M +$1.04M +18,351 New
RF
185
RHS Financial
California
$1.1M +$413K +7,304 +69%
SWA
186
Stratos Wealth Advisors
Ohio
$1.09M +$2.77K +49 +0.3%
PCA
187
Prosperity Capital Advisors
Ohio
$1.08M +$26.2K +464 +3%
Deutsche Bank
188
Deutsche Bank
Germany
$1.02M +$141K +2,502 +18%
OPCM
189
Osborne Partners Capital Management
California
$1.02M -$13.9M -245,208 -94%
Prudential Financial
190
Prudential Financial
New Jersey
$998K -$526K -9,315 -36%
LWAM
191
Legacy Wealth Asset Management
Minnesota
$979K +$114K +2,010 +14%
SFA
192
Semmax Financial Advisors
North Carolina
$941K +$917K +16,228 +43,859%
CF
193
Clarity Financial
Texas
$913K -$32.6K -577 -4%
VAM
194
Verity Asset Management
North Carolina
$907K +$21.1K +374 +3%
AWM
195
Avior Wealth Management
Nebraska
$902K +$829K +14,665 New
IC
196
Innealta Capital
Texas
$893K -$9.43M -166,860 -92%
SA
197
Scarborough Advisors
Maryland
$888K +$816K +14,434 New
GAM
198
Gould Asset Management
California
$883K +$95.2K +1,685 +13%
P
199
Pitcairn
Pennsylvania
$879K -$855K -15,131 -51%
MFG
200
MidWestOne Financial Group
Iowa
$869K +$251K +4,444 +46%

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.