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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

291 hedge funds and large institutions have $4.66B invested in Vanguard Long-Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
58
Increased
128
Reduced
84
Closed
49
Calls
$11.5M
Puts
$6.47M
Net Calls
+$4.99M
Net Calls Change
+$12.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$712M
3
Morgan Stanley
3
Morgan Stanley
New York
$394M
4
NL
4
NEPC LLC
Massachusetts
$67.3M
5
Comerica Bank
5
Comerica Bank
Texas
$65.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$48.8M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$0
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$7.86M
4
AssetMark Inc
4
AssetMark Inc
California
$14.3M
5
SHGA
5
Sand Hill Global Advisors
California
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$364K +$70.6K +1,272 +24%
AI
202
Auour Investments
Massachusetts
$361K +$18.8K +348 +5%
VA
203
Valmark Advisers
Ohio
$359K +$49.8K +897 +16%
AWA
204
Authentikos Wealth Advisory
California
$358K +$833 +15 +0.2%
AWS
205
Atria Wealth Solutions
New York
$357K -$1.66M -29,973 -82%
EH
206
Equitable Holdings
New York
$355K +$107K +1,922 +43%
SI
207
Stephens Inc
Arkansas
$339K – – –
PFA
208
Pure Financial Advisors
California
$333K +$333K +6,002 New
CSWG
209
Cardinal Strategic Wealth Guidance
Kentucky
$322K +$94K +1,694 +41%
KAS
210
Kestra Advisory Services
Texas
$315K -$16.2K -291 -5%
AAS
211
Annex Advisory Services
Wisconsin
$304K +$304K +5,471 New
Mariner
212
Mariner
Kansas
$303K +$303K +5,452 New
PTC
213
Private Trust Company
Ohio
$294K +$261K +4,704 +801%
Creative Planning
214
Creative Planning
Kansas
$285K +$285K +5,139 New
HCM
215
Hilton Capital Management
New York
$278K – – –
EW
216
Evoke Wealth
California
$274K +$274K +4,942 New
EWA
217
EverSource Wealth Advisors
Alabama
$268K +$174K +3,127 +184%
RPCA
218
Running Point Capital Advisors
California
$242K +$75.7K +1,363 +46%
IWN
219
Independent Wealth Network
Iowa
$241K +$241K +4,346 New
US Bancorp
220
US Bancorp
Minnesota
$231K +$81.5K +1,468 +55%
WP
221
WealthShield Partners
North Carolina
$228K +$50.7K +913 +29%
FLA
222
Financial Life Advisors
Texas
$221K -$421K -7,593 -66%
Cerity Partners
223
Cerity Partners
New York
$215K +$215K +3,882 New
LIG
224
Lokken Investment Group
Delaware
$213K +$8.16K +147 +4%
PAG
225
Private Advisor Group
New Jersey
$212K +$212K +3,822 New
7 8
9
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