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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.16%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$805M
2
Morgan Stanley
Morgan Stanley
New York
$1.04B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$504M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$348M
5
Bank of America
Bank of America
North Carolina
$1.37B

Top Sellers

1
LWM
Liberty Wealth Management
California
$2.5M
2
M&T Bank
M&T Bank
New York
$521K
3
BPA
Beacon Pointe Advisors
California
$51.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$4.86M
5
CCA
Checchi Capital Advisers
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
AAF Wealth Management
Massachusetts
$858K +$858K +13,937 New
Northern Trust
202
Northern Trust
Illinois
$852K -$264K -4,285 -24%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$845K +$116K +1,891 +16%
Janus Henderson Group
204
Janus Henderson Group
United Kingdom
$845K +$26.3K +428 +3%
CFA
205
Capstone Financial Advisors
Illinois
$841K +$841K +13,667 New
BRIA
206
Balanced Rock Investment Advisors
Massachusetts
$819K +$819K +13,306 New
WCFA
207
Walkner Condon Financial Advisors
Wisconsin
$810K -$190K -3,088 -19%
RIG
208
RiverFront Investment Group
Virginia
$774K +$774K +12,580 New
FWM
209
FFT Wealth Management
Pennsylvania
$774K +$774K +12,572 New
NAS
210
Nicolet Advisory Services
Wisconsin
$774K -$13M -216,403 -94%
EWA
211
EverSource Wealth Advisors
Alabama
$758K +$461K +7,487 +155%
EH
212
Equitable Holdings
New York
$730K +$337K +5,475 +86%
HI
213
Harbour Investments
Wisconsin
$707K +$699K +11,356 +8,111%
EAM
214
Empirical Asset Management
Massachusetts
$706K -$17.9K -291 -2%
KAS
215
Kestra Advisory Services
Texas
$689K +$340K +5,524 +97%
SFS
216
Sowell Financial Services
Arkansas
$683K +$683K +11,098 New
USCWA
217
U.S. Capital Wealth Advisors
Texas
$681K +$681K +11,073 New
TPW
218
Transatlantique Private Wealth
New York
$664K +$664K +10,797 New
I2I
219
Insight 2811 Inc
Illinois
$661K +$661K +10,749 New
TSS
220
Two Sigma Securities
New York
$628K +$628K +10,204 New
DFCM
221
Dark Forest Capital Management
Puerto Rico
$623K +$57.6K +936 +10%
RIG
222
Ramiah Investment Group
Wisconsin
$622K +$622K +10,101 New
TLP
223
Trinity Legacy Partners
Texas
$616K +$616K +10,005 New
SW
224
SVB Wealth
Massachusetts
$609K +$609K +9,899 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$589K -$87.2K -1,417 -13%
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9
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