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Vanguard Long-Term Treasury ETF

409 hedge funds and large institutions have $10.7B invested in Vanguard Long-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 119

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more capital invested

Capital invested by funds: $9.51B → $10.7B (+$1.18B)

11% more funds holding

Funds holding: 368409 (+41)

2.36% less ownership

Funds ownership: 74.3%71.94% (-2.4%)

45% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $34.4M

Holders
409
Holders Change
+41
Holders Change %
+11.14%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
83
Increased
165
Reduced
119
Closed
36
Calls
$18.9M
Puts
$34.4M
Net Calls
-$15.5M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Diversify Wealth Management
Utah
$1.79M +$450K +7,445 +32%
SA
177
Sanctuary Advisors
Indiana
$1.78M -$984K -16,280 -34%
BRIA
178
Balanced Rock Investment Advisors
Massachusetts
$1.77M +$64.1K +1,061 +4%
EWA
179
EverSource Wealth Advisors
Alabama
$1.71M +$908K +15,032 +117%
SW
180
Simplicity Wealth
New Jersey
$1.7M -$623K -10,307 -27%
Calamos Advisors
181
Calamos Advisors
Illinois
$1.7M -$24.7K -409 -1%
SHJ
182
Sharkey, Howes & Javer
Colorado
$1.7M -$34.2K -566 -2%
CLOS
183
Compagnie Lombard Odier SCmA
Switzerland
$1.7M +$655K +10,837 +65%
EH
184
Equitable Holdings
New York
$1.65M -$58.9K -975 -4%
Citadel Advisors
185
Citadel Advisors
Florida
$1.65M -$1.83M -30,282 -53%
AI
186
AXS Investments
New York
$1.64M +$1.61M +26,724 New
KPP
187
Kings Path Partners
Texas
$1.64M +$129K +2,127 +9%
MFA
188
Mayflower Financial Advisors
Massachusetts
$1.58M +$1.55M +25,686 New
WCFA
189
Walkner Condon Financial Advisors
Wisconsin
$1.55M +$637K +10,538 +72%
RPCA
190
Running Point Capital Advisors
California
$1.49M +$49.2K +815 +3%
TCMP
191
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.46M -$100K -1,663 -7%
WWA
192
WCG Wealth Advisors
Nevada
$1.45M +$1.43M +23,631 New
MOS
193
MGO One Seven
Ohio
$1.42M +$1.39M +23,020 New
PCA
194
Prosperity Capital Advisors
Ohio
$1.4M +$264K +4,370 +24%
AWS
195
Atria Wealth Solutions
New York
$1.39M -$502K -8,306 -27%
EAM
196
Empirical Asset Management
Massachusetts
$1.38M +$422K +6,978 +45%
IBOK
197
Independence Bank of Kentucky
Kentucky
$1.38M -$164K -2,718 -11%
MWM
198
Marion Wealth Management
Pennsylvania
$1.38M +$61.7K +1,021 +5%
HCC
199
Hirtle Callaghan & Co
Pennsylvania
$1.38M
WJA
200
Willis Johnson & Associates
Texas
$1.34M -$80.6K -1,334 -6%

VGLT Hedge Fund Activity: Q3 2024 in Review

409 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2024, worth a combined $10.7B — up 12% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VGLT positions and 36 closed out — a net gain of 47 holders — while 165 added to existing stakes and 119 trimmed.

The largest buyer was Ameriprise, adding an estimated $113M. The largest seller was VOYA Investment Management, cutting an estimated $136M.

  • 409 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2024, up from 368 in Q2 2024.
  • Funds reported $10.7B of Vanguard Long-Term Treasury ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 83 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2024 and 36 closed out, a net change of +47 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2024 was Ameriprise, an estimated $113M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2024 was VOYA Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2024.