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Vanguard Long-Term Treasury ETF

368 hedge funds and large institutions have $9.51B invested in Vanguard Long-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $14M

51% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 107

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

2% more funds holding

Funds holding: 362368 (+6)

4% more capital invested

Capital invested by funds: $9.13B → $9.51B (+$382M)

0.56% less ownership

Funds ownership: 74.87%74.3% (-0.56%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
368
Holders Change
+6
Holders Change %
+1.66%
% of All Funds
5.31%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.33%
New
62
Increased
162
Reduced
107
Closed
52
Calls
$42.6M
Puts
$14M
Net Calls
+$28.5M
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
176
Valtinson Bruner Financial Planning
Minnesota
$1.39M +$1.38M +24,181 New
CP
177
Camelot Portfolios
Ohio
$1.39M +$109K +1,900 +9%
RPCA
178
Running Point Capital Advisors
California
$1.35M -$38.8K -679 -3%
WJA
179
Willis Johnson & Associates
Texas
$1.34M +$11.9K +208 +0.9%
SWG
180
Summit Wealth Group
Vermont
$1.26M -$58.5K -1,023 -4%
MWM
181
MY Wealth Management
Maryland
$1.25M -$2.84M -49,642 -70%
SFA
182
Semmax Financial Advisors
North Carolina
$1.24M +$158K +2,765 +16%
MWM
183
Marion Wealth Management
Pennsylvania
$1.24M +$33.4K +583 +3%
RF
184
RHS Financial
California
$1.23M +$23.1K +404 +2%
DAS
185
Dynamic Advisor Solutions
Arizona
$1.17M -$10.2K -179 -0.9%
STA
186
Summit Trail Advisors
New York
$1.16M +$98.6K +1,723 +9%
Deutsche Bank
187
Deutsche Bank
Germany
$1.15M +$155K +2,715 +16%
OFG
188
Orcam Financial Group
California
$1.11M +$5.09K +89 +0.5%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$1.09M +$145K +2,538 +16%
WCWM
190
Wooster Corthell Wealth Management
Connecticut
$1.08M -$21.5K -376 -2%
KAS
191
Kestra Advisory Services
Texas
$1.08M +$53.4K +934 +5%
LWAM
192
Legacy Wealth Asset Management
Minnesota
$1.07M +$85.6K +1,497 +9%
PCA
193
Prosperity Capital Advisors
Ohio
$1.06M +$370K +6,469 +55%
Northern Trust
194
Northern Trust
Illinois
$1.05M +$244K +4,268 +31%
AWM
195
Avior Wealth Management
Nebraska
$1.03M
FIM
196
Freedom Investment Management
Connecticut
$1.02M +$51.2K +895 +5%
CIM
197
Cambria Investment Management
California
$1.01M +$52.9K +924 +6%
RIG
198
RiverFront Investment Group
Virginia
$1M +$239K +4,170 +32%
CLOS
199
Compagnie Lombard Odier SCmA
Switzerland
$965K -$43.6K -762 -4%
AFG
200
Atomi Financial Group
New York
$958K -$2.24M -39,211 -70%

VGLT Hedge Fund Activity: Q2 2024 in Review

368 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q2 2024, worth a combined $9.51B — up 4.2% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VGLT positions and 52 closed out — a net gain of 10 holders — while 162 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $113M. The largest seller was Comprehensive Wealth Management, cutting an estimated $19.2M.

  • 368 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $9.51B of Vanguard Long-Term Treasury ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 62 funds opened new Vanguard Long-Term Treasury ETF positions in Q2 2024 and 52 closed out, a net change of +10 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q2 2024 was Comprehensive Wealth Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.