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Vanguard Long-Term Treasury ETF

408 hedge funds and large institutions have $6.27B invested in Vanguard Long-Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 154 increasing their positions, 126 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $4.27M

22% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0% less funds holding

Funds holding: 409408 (-1)

8.25% less ownership

Funds ownership: 71.94%63.69% (-8.3%)

41% less capital invested

Capital invested by funds: $10.7B → $6.27B (-$4.41B)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.37%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
87
Increased
154
Reduced
126
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
176
Mayflower Financial Advisors
Massachusetts
$1.76M +$351K +6,052 +24%
ATPW
177
Ashton Thomas Private Wealth
Arizona
$1.74M +$1.82M +31,437 New
BOSSRA
178
B.O.S.S. Retirement Advisors
Utah
$1.73M +$1.5M +25,961 +485%
BRIA
179
Balanced Rock Investment Advisors
Massachusetts
$1.69M +$105K +1,815 +6%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$1.69M +$728K +12,557 +70%
PCA
181
Prosperity Capital Advisors
Ohio
$1.67M +$432K +7,460 +33%
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$1.65M +$134K +2,316 +8%
SAW
183
Signal Advisors Wealth
Michigan
$1.63M +$812K +14,018 +91%
KPP
184
Kings Path Partners
Texas
$1.61M +$148K +2,551 +10%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$1.59M +$868K +14,969 +109%
DADC
186
D.A. Davidson & Co
Montana
$1.57M -$10.1M -174,729 -86%
Calamos Advisors
187
Calamos Advisors
Illinois
$1.51M -$19.2K -332 -1%
GCA
188
Greenwood Capital Associates
South Carolina
$1.51M +$1.58M +27,277 New
RL
189
Retireful LLC
Michigan
$1.45M +$1.52M +26,161 New
JSW
190
Journey Strategic Wealth
New Jersey
$1.43M +$1.5M +25,804 New
SHJ
191
Sharkey, Howes & Javer
Colorado
$1.42M -$109K -1,883 -7%
FIM
192
Freedom Investment Management
Connecticut
$1.39M +$493K +8,508 +51%
RPCA
193
Running Point Capital Advisors
California
$1.35M +$13.2K +227 +0.9%
BRWA
194
B. Riley Wealth Advisors
Florida
$1.31M +$398K +6,869 +41%
HCC
195
Hirtle Callaghan & Co
Pennsylvania
$1.29M
MWM
196
Marion Wealth Management
Pennsylvania
$1.28M +$38.1K +657 +3%
EAM
197
Empirical Asset Management
Massachusetts
$1.26M +$20.1K +347 +2%
TCWM
198
Total Clarity Wealth Management
Illinois
$1.24M -$1.8M -30,995 -58%
EH
199
Equitable Holdings
New York
$1.2M -$301K -5,196 -19%
RBFC
200
Roman Butler Fullerton & Co
Missouri
$1.13M +$1.18M +20,287 New

VGLT Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2024, worth a combined $6.27B — down 41% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VGLT positions and 78 closed out — a net gain of 9 holders — while 154 added to existing stakes and 126 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $2.5B.

  • 408 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2024, down from 409 in Q3 2024.
  • Funds reported $6.27B of Vanguard Long-Term Treasury ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 87 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2024 and 78 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2024 was Annex Advisory Services, an estimated $150M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.5B sold.

Based on aggregated 13F filings for Q4 2024.