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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

367 hedge funds and large institutions have $9.51B invested in Vanguard Long-Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+6
Holders Change %
+1.66%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.33%
New
62
Increased
161
Reduced
107
Closed
52
Calls
$42.6M
Puts
$14M
Net Calls
+$28.5M
Net Calls Change
+$3.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$114M
2
SCM
SCS Capital Management
Massachusetts
+$83.9M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$59.5M
4
Ameriprise
Ameriprise
Minnesota
+$59.2M
5
Bank of America
Bank of America
North Carolina
+$50.6M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
-$19.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.5M
3
AssetMark Inc
AssetMark Inc
California
-$15.9M
4
ATI
Act Two Investors
California
-$15.1M
5
KWM
Kaydan Wealth Management
Michigan
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gould Asset Management
California
$904K -$64.9K -1,125 -7%
EAM
202
Empirical Asset Management
Massachusetts
$894K -$2.05M -35,476 -70%
ACA
203
Aptus Capital Advisors
Alabama
$889K +$558K +9,671 +168%
HCC
204
Hirtle Callaghan & Co
Pennsylvania
$858K -$632K – –
AP
205
Aspect Partners
Virginia
$850K +$757K +13,129 +815%
WCFA
206
Walkner Condon Financial Advisors
Wisconsin
$846K +$51.2K +887 +6%
CW
207
CreativeOne Wealth
Kansas
$805K -$534K -9,262 -40%
BWS
208
Buck Wealth Strategies
Colorado
$781K +$781K +13,547 New
CCWA
209
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$774K -$31.8K -551 -4%
EWA
210
EverSource Wealth Advisors
Alabama
$762K +$330K +5,551 +77%
P
211
&Partners
Tennessee
$751K +$751K +13,028 New
I2I
212
Insight 2811 Inc
Illinois
$749K +$39.8K +690 +6%
VAM
213
Verity Asset Management
North Carolina
$704K -$173K -2,992 -20%
KPWS
214
Kestra Private Wealth Services
Texas
$687K +$256K +4,439 +59%
ESB
215
Essex Savings Bank
Connecticut
$643K +$114K +1,973 +22%
RFC
216
Regions Financial Corp
Alabama
$622K +$276K +4,792 +80%
Janus Henderson Group
217
Janus Henderson Group
United Kingdom
$600K -$172K -2,988 -22%
BRWA
218
B. Riley Wealth Advisors
Florida
$568K +$177K +3,069 +45%
XS
219
XR Securities
Illinois
$563K +$95.1K +1,649 +20%
GWMIA
220
Global Wealth Management Investment Advisory
Florida
$547K -$2.71K -47 -0.5%
BCM
221
Brookstone Capital Management
Illinois
$546K +$341K +5,769 +166%
AWA
222
Adapt Wealth Advisors
Georgia
$542K -$4.1K -71 -0.8%
SA
223
SpiderRock Advisors
Delaware
$508K +$217K +3,761 +75%
NAS
224
Nicolet Advisory Services
Wisconsin
$507K -$22.4K -386 -4%
OHWA
225
Oak Hill Wealth Advisors
Virginia
$490K +$490K +8,490 New
7 8
9
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