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Vanguard Long-Term Treasury ETF

362 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 169 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $6.42M

78% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 95

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

9% more capital invested

Capital invested by funds: $8.4B → $9.13B (+$730M)

3% more funds holding

Funds holding: 352362 (+10)

3.46% less ownership

Funds ownership: 78.32%74.87% (-3.5%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.21%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
169
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Dynamic Advisor Solutions
Arizona
$1.21M +$10.9K +185 +0.9%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$1.21M +$949K +16,051 +372%
Fisher Asset Management
178
Fisher Asset Management
Washington
$1.21M -$73.3K -1,240 -6%
DF
179
Dunhill Financial
United Kingdom
$1.17M +$1.17M +19,705 New
OFG
180
Orcam Financial Group
California
$1.14M +$3.13K +53 +0.3%
WCWM
181
Wooster Corthell Wealth Management
Connecticut
$1.13M +$8.34K +141 +0.7%
EH
182
Equitable Holdings
New York
$1.13M +$426K +7,194 +61%
Prudential Financial
183
Prudential Financial
New Jersey
$1.11M +$146K +2,476 +15%
STA
184
Summit Trail Advisors
New York
$1.09M
AWM
185
Avior Wealth Management
Nebraska
$1.06M +$189K +3,200 +22%
KAS
186
Kestra Advisory Services
Texas
$1.05M +$385K +6,509 +58%
CLOS
187
Compagnie Lombard Odier SCmA
Switzerland
$1.04M +$1.04M +17,500 New
Deutsche Bank
188
Deutsche Bank
Germany
$1.02M +$38.8K +656 +4%
LWAM
189
Legacy Wealth Asset Management
Minnesota
$1.01M +$67K +1,132 +7%
SFA
190
Semmax Financial Advisors
North Carolina
$999K +$79K +1,335 +8%
FIM
191
Freedom Investment Management
Connecticut
$996K -$134K -2,259 -12%
GAM
192
Gould Asset Management
California
$995K +$144K +2,435 +17%
CIM
193
Cambria Investment Management
California
$983K -$730K -12,338 -43%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$967K +$153K +2,592 +19%
CAN
195
Cetera Advisor Networks
California
$943K +$492K +8,319 +109%
MSWMA
196
Market Street Wealth Management Advisors
Indiana
$935K -$517K -8,739 -36%
VAM
197
Verity Asset Management
North Carolina
$900K +$26.6K +450 +3%
AWM
198
AAF Wealth Management
Massachusetts
$828K +$2.25K +38 +0.3%
CCWA
199
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K -$58.8M -994,423 -99%
Northern Trust
200
Northern Trust
Illinois
$823K +$2.84K +48 +0.3%

VGLT Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2024, worth a combined $9.13B — up 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 51 closed out — a net gain of 15 holders — while 169 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $550M.

  • 362 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2024, up from 352 in Q4 2023.
  • Funds reported $9.13B of Vanguard Long-Term Treasury ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2024 and 51 closed out, a net change of +15 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $1.72B added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2024.