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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

361 hedge funds and large institutions have $9.13B invested in Vanguard Long-Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.23%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
66
Increased
168
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.49B
2
NL
2
NEPC LLC
Massachusetts
$239M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$330M
4
RCF
4
Rainwater Charitable Foundation
Texas
$68.1M
5
JPG
5
Jordan Park Group
California
$143M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$446M
2
Ameriprise
2
Ameriprise
Minnesota
$633M
3
Bank of America
3
Bank of America
North Carolina
$1.15B
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
201
Walkner Condon Financial Advisors
Wisconsin
$812K +$34.8K +590 +4%
IC
202
Innealta Capital
Texas
$806K -$53.7K -907 -6%
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$794K -$19.7K -333 -2%
RIG
204
RiverFront Investment Group
Virginia
$781K +$35.8K +604 +5%
MFG
205
MidWestOne Financial Group
Iowa
$766K -$70.3K -1,187 -8%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$766K +$199K +3,350 +35%
EWM
207
Elevatus Welath Management
New York
$741K +$741K +12,500 New
I2I
208
Insight 2811 Inc
Illinois
$728K +$91.1K +1,538 +14%
PCA
209
Prosperity Capital Advisors
Ohio
$703K -$337K -5,692 -32%
EAM
210
Empirical Asset Management
Massachusetts
$701K +$543K +39,502 +344%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$692K +$692K +11,674 New
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$671K -$1.59M -26,871 -70%
SFS
213
Sowell Financial Services
Arkansas
$660K +$2.55K +43 +0.4%
FWM
214
FFT Wealth Management
Pennsylvania
$651K -$93.6K -1,580 -13%
HCC
215
Hirtle Callaghan & Co
Pennsylvania
$632K – – –
GM
216
GeoWealth Management
Illinois
$577K +$577K +9,744 New
PI
217
PFG Investments
New York
$568K +$32.6K +550 +6%
GWMIA
218
Global Wealth Management Investment Advisory
Florida
$564K +$56.1K +947 +11%
ESB
219
Essex Savings Bank
Connecticut
$564K – – –
AWA
220
Adapt Wealth Advisors
Georgia
$561K +$561K +9,463 New
GP
221
Girard Partners
Pennsylvania
$527K -$567K -9,577 -52%
NAS
222
Nicolet Advisory Services
Wisconsin
$527K -$218K -3,768 -29%
FI
223
FWG Investments
Kentucky
$503K +$64.7K +1,092 +15%
SAW
224
Signal Advisors Wealth
Michigan
$487K +$487K +8,221 New
XS
225
XR Securities
Illinois
$481K +$481K +8,115 New
7 8
9
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