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Vanguard Long-Term Treasury ETF

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

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AAF Wealth Management
Massachusetts
$858K +$787K +13,937 New
Northern Trust
202
Northern Trust
Illinois
$852K -$242K -4,285 -24%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$845K +$107K +1,891 +16%
Janus Henderson Group
204
Janus Henderson Group
United Kingdom
$845K +$24.2K +428 +3%
CFA
205
Capstone Financial Advisors
Illinois
$841K +$772K +13,667 New
BRIA
206
Balanced Rock Investment Advisors
Massachusetts
$819K +$752K +13,306 New
WCFA
207
Walkner Condon Financial Advisors
Wisconsin
$810K -$174K -3,088 -19%
RIG
208
RiverFront Investment Group
Virginia
$774K +$711K +12,580 New
FWM
209
FFT Wealth Management
Pennsylvania
$774K +$710K +12,572 New
NAS
210
Nicolet Advisory Services
Wisconsin
$774K -$12.2M -216,403 -94%
EWA
211
EverSource Wealth Advisors
Alabama
$758K +$423K +7,487 +155%
EH
212
Equitable Holdings
New York
$730K +$309K +5,475 +86%
HI
213
Harbour Investments
Wisconsin
$707K +$642K +11,356 +8,111%
EAM
214
Empirical Asset Management
Massachusetts
$706K -$16.4K -291 -2%
KAS
215
Kestra Advisory Services
Texas
$689K +$312K +5,524 +97%
SFS
216
Sowell Financial Services
Arkansas
$683K +$627K +11,098 New
USCWA
217
U.S. Capital Wealth Advisors
Texas
$681K +$626K +11,073 New
TPW
218
Transatlantique Private Wealth
New York
$664K +$610K +10,797 New
I2I
219
Insight 2811 Inc
Illinois
$661K +$607K +10,749 New
TSS
220
Two Sigma Securities
New York
$628K +$577K +10,204 New
DFCM
221
Dark Forest Capital Management
Puerto Rico
$623K +$52.9K +936 +10%
RIG
222
Ramiah Investment Group
Wisconsin
$622K +$571K +10,101 New
TLP
223
Trinity Legacy Partners
Texas
$616K +$565K +10,005 New
SW
224
SVB Wealth
Massachusetts
$609K +$559K +9,899 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$589K -$80.1K -1,417 -13%

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.