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Vanguard Long-Term Treasury ETF

362 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, 169 increasing their positions, 95 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $6.42M

78% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 95

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

9% more capital invested

Capital invested by funds: $8.4B → $9.13B (+$730M)

3% more funds holding

Funds holding: 352362 (+10)

3.46% less ownership

Funds ownership: 78.32%74.87% (-3.5%)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.21%
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
169
Reduced
95
Closed
51
Calls
$31.8M
Puts
$6.42M
Net Calls
+$25.4M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
201
Walkner Condon Financial Advisors
Wisconsin
$812K +$34.9K +590 +4%
IC
202
Innealta Capital
Texas
$806K -$53.6K -907 -6%
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$794K -$19.7K -333 -2%
RIG
204
RiverFront Investment Group
Virginia
$781K +$35.7K +604 +5%
MFG
205
MidWestOne Financial Group
Iowa
$766K -$70.2K -1,187 -8%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$766K +$198K +3,350 +35%
EWM
207
Elevatus Welath Management
New York
$741K +$739K +12,500 New
I2I
208
Insight 2811 Inc
Illinois
$728K +$91K +1,538 +14%
PCA
209
Prosperity Capital Advisors
Ohio
$703K -$337K -5,692 -32%
EAM
210
Empirical Asset Management
Massachusetts
$701K +$2.34M +39,502 +344%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$692K +$691K +11,674 New
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$671K -$1.59M -26,871 -70%
RIG
213
Ramiah Investment Group
Wisconsin
$668K +$69.4K +1,173 +12%
SFS
214
Sowell Financial Services
Arkansas
$660K +$2.54K +43 +0.4%
FWM
215
FFT Wealth Management
Pennsylvania
$651K -$93.5K -1,580 -13%
HCC
216
Hirtle Callaghan & Co
Pennsylvania
$632K
GM
217
GeoWealth Management
Illinois
$577K +$576K +9,744 New
PI
218
PFG Investments
New York
$568K +$32.5K +550 +6%
GWMIA
219
Global Wealth Management Investment Advisory
Florida
$564K +$56K +947 +11%
ESB
220
Essex Savings Bank
Connecticut
$564K
AWA
221
Adapt Wealth Advisors
Georgia
$561K +$560K +9,463 New
GP
222
Girard Partners
Pennsylvania
$527K -$566K -9,577 -52%
NAS
223
Nicolet Advisory Services
Wisconsin
$527K -$223K -3,768 -29%
FI
224
FWG Investments
Kentucky
$503K +$64.6K +1,092 +15%
SAW
225
Signal Advisors Wealth
Michigan
$487K +$486K +8,221 New

VGLT Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2024, worth a combined $9.13B — up 8.7% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VGLT positions and 51 closed out — a net gain of 15 holders — while 169 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $550M.

  • 362 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2024, up from 352 in Q4 2023.
  • Funds reported $9.13B of Vanguard Long-Term Treasury ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 66 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2024 and 51 closed out, a net change of +15 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $1.72B added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2024 was Morgan Stanley, an estimated $550M sold.

Based on aggregated 13F filings for Q1 2024.