VGLT icon

Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

404 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 84 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-4
Holders Change %
-0.98%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
84
Increased
154
Reduced
125
Closed
78
Calls
$12.1M
Puts
$4.27M
Net Calls
+$7.88M
Net Calls Change
+$23.4M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
+$144M
2
NL
NEPC LLC
Massachusetts
+$113M
3
BI
Bramshill Investments
Florida
+$59.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$57.8M
5
QC
Quadrature Capital
United Kingdom
+$19.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.38B
2
Bank of America
Bank of America
North Carolina
-$620M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$327M
4
Charles Schwab
Charles Schwab
California
-$176M
5
CCWM
Cassaday & Co Wealth Management
Virginia
-$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
176
Mayflower Financial Advisors
Massachusetts
$1.76M +$335K +6,052 +24%
ATPW
177
Ashton Thomas Private Wealth
Arizona
$1.74M +$1.74M +31,437 New
BOSSRA
178
B.O.S.S. Retirement Advisors
Utah
$1.73M +$1.44M +25,961 +485%
BRIA
179
Balanced Rock Investment Advisors
Massachusetts
$1.69M +$100K +1,815 +6%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$1.69M +$695K +12,557 +70%
PCA
181
Prosperity Capital Advisors
Ohio
$1.67M +$413K +7,460 +33%
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$1.65M +$128K +2,316 +8%
SAW
183
Signal Advisors Wealth
Michigan
$1.63M +$776K +14,018 +91%
KPP
184
Kings Path Partners
Texas
$1.61M +$141K +2,551 +10%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$1.59M +$829K +14,969 +109%
DADC
186
D.A. Davidson & Co
Montana
$1.57M -$9.67M -174,729 -86%
Calamos Advisors
187
Calamos Advisors
Illinois
$1.51M -$18.4K -332 -1%
GCA
188
Greenwood Capital Associates
South Carolina
$1.51M +$1.51M +27,277 New
RL
189
Retireful LLC
Michigan
$1.45M +$1.45M +26,161 New
JSW
190
Journey Strategic Wealth
New Jersey
$1.43M +$1.43M +25,804 New
SHJ
191
Sharkey, Howes & Javer
Colorado
$1.42M -$104K -1,883 -7%
FIM
192
Freedom Investment Management
Connecticut
$1.39M +$471K +8,508 +51%
RPCA
193
Running Point Capital Advisors
California
$1.35M +$12.6K +227 +0.9%
BRWA
194
B. Riley Wealth Advisors
Florida
$1.31M +$380K +6,869 +41%
HCC
195
Hirtle Callaghan & Co
Pennsylvania
$1.29M -$1.38M – –
MWM
196
Marion Wealth Management
Pennsylvania
$1.28M +$36.4K +657 +3%
EAM
197
Empirical Asset Management
Massachusetts
$1.26M +$19.2K +347 +2%
TCWM
198
Total Clarity Wealth Management
Illinois
$1.24M -$1.72M -30,995 -58%
EH
199
Equitable Holdings
New York
$1.2M -$288K -5,196 -19%
RBFC
200
Roman Butler Fullerton & Co
Missouri
$1.13M +$1.13M +20,287 New
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